When choosing funds, it’s always worth having a look at how they’ve performed in the past. It’s not necessarily an indication of future results, but it’s a good place to start. We’ve compared the performance of some funds and compiled this list of some of the funds that have performed the best over the last five years.
Click on the fund name in the first column, and you’ll be scrolled down to find out a bit more about the objectives of the fund, its risk profile and the main companies you’ll be investing in.
Your capital is at risk.
| Fund name | Performance July 2015 – June 2016 | Performance July 2016 – June 2017 | Performance July 2017 – June 2018 | Performance July 2018 – June 2019 | Performance July 2019 – June 2020 | Compound interest |
|---|---|---|---|---|---|---|
| Baillie Gifford American Fund B Accumulation | 22.64% | 35.11% | 39.52% | 11.14% | 53.62% | 31.60% |
| Baillie Gifford American Fund B Income | 22.65% | 35.10% | 39.52% | 11.14% | 53.58% | 53.58% |
| BlackRock Global Funds – World Technology Fund D2 GBP Acc | 11.21% | 45.22% | 40.09% | 15.98% | 49.69% | 31.47% |
| Polar Capital Funds PLC – Polar Capital Global Technology Fund I Income GBP | 21.34% | 42.66% | 29.63% | 16.85% | 41.01% | 29.89% |
| Fidelity Funds – Global Technology Fund W-Acc-GBP | 23.81% | 39.53% | 20.13% | 17.81% | 32.86% | 26.57% |
| Legal & General Global Technology Index Trust I Class Accumulation | 17.20% | 40.49% | 24.78% | 12.87% | 38.63% | 26.31% |
| AXA Framlington Global Technology Fund Z GBP Inc | 13.43% | 41.69% | 31.28% | 16.05% | 29.37% | 25.94% |
| AXA Framlington Global Technology Fund Z GBP Acc | 13.37% | 41.66% | 31.30% | 16.09% | 29.33% | 25.92% |
| Janus Henderson Global Technology Leaders Fund I Acc | 15.49% | 43.28% | 25.37% | 12.02% | 26.79% | 24.13% |
| Ninety One Global Gold I Acc GBP | 86.39% | -17.40% | 1.75% | 21.94% | 50.84% | 23.57% |
The results in the table above are based on the compound annual growth rate (CAGR) over five years – we’ll explain what this means in a bit more detail below if your life needs a bit less excitement, but feel free to skip it.
Remember that these are the performances of these funds in the past. We don’t have a crystal ball (at least that’s what we tell people), so we can’t predict the future. Past performance is no guarantee of future results.
These funds all have different risk profiles. Make sure you stick to a risk level that you’re comfortable with and aren’t tempted to go with something higher because the returns look promising.
Compound annual growth rate (CAGR) is a more accurate way of calculating the returns of an investment. It is the rate that the investment will have to grow at to consistently get the same returns that it did.
This is done by adding 1 to each year’s results and multiplying them to one another. You then work out this figure to the 5th power (as it is based on performance over 5 years). Then, you minus off the 1 and you have the compound annual growth rate. Next, take a nap, you deserve it.
Fund objective
This fund aims to outperform the S&P 500 index by at least 1.5% per annum over rolling 5 year periods.
Key holdings:
Risk profile:
6/7
Fund objective
This fund aims to outperform the S&P 500 index by at least 1.5% per annum over rolling 5 year periods.
Key holdings:
Risk profile:
6/7
Fund objective
This fund seeks to maximise the total return. It invests at least 70% of its total assets in technology companies.
Key holdings:
Risk profile:
6/7
Fund objective
This fund aims to achieve long term gains by investing in a global portfolio of technology companies.
Key holdings:
Risk profile:
6/7
Fund objective
This fund aims to give long term growth. It invests at least 70% in shares of companies that provide or benefit from technological advances.
Key holdings:
Risk profile:
6/7
Fund objective
The objective of this fund is to achieve growth by tracking the performance of the companies in the FTSE Word Index. The investments in the fund closely match those in the index it is tracking.
Key holdings:
Fund objective
The objective of the fund is to achieve long term growth through investments in research, design and development of technologies in all sectors.
Key holdings:
Risk profile:
6/7
Fund objective
The objective of the fund is to achieve long term growth through investments in research, design and development of technologies in all sectors.
Key holdings:
Risk profile:
6/7
Fund objective
The fund’s objective is to provide growth by investing in technology companies and companies that derive profits from technology.
Key holdings:
Risk profile:
6/7
Fund objective
This fund aims to provide growth on the value of your investments over at least 5 year periods by investing primarily in the shares of companies involved in gold mining.
Key holdings:
Risk profile:
7/7
All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest. Past performance is no guarantee of future results. If you’re not sure which investments are right for you, please seek out a financial adviser. Capital at risk.
Warning: This article offers information about investing and the stock market, but is not personal investing advice. The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results. If you’re not sure which investments are right for you, please get professional advice, for example from a financial adviser.
*Disclaimer: The offers compared on this page are chosen from a range of products Finder has access to track details from and is not representative of all the products available in the market. You should consider seeking independent financial advice and consider your personal financial circumstances when comparing products.
Finder survey of 2,000 people, May 2020
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