Fund Idea Top Equity Funds of 4Q21: Equities face a reality | FSMOne SG - Research Highlights

Fund Idea

Top Equity Funds of 4Q21: Equities face a reality check

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• Equity Funds faced a double whammy in 4Q21, with a resurgent pandemic in the form of the Omicron variant and an impending tightening of the global monetary environment.

• As a result, equity funds had a relatively weak quarter, although developed market funds continue to outperform their emerging market peers.

• The Nikko AM ARK Disruptive Innovation Fund was the worst-performing fund in 4Q21 by a significant margin, while another Tech fund, the Threadneedle (Lux) Global Technology Fund, was the best performing fund last quarter.

• Finally, we look but at 2021’s top-performing funds, and with monetary tightening on the cards, investors should keep an eye out for quality and value – opportunities that are available in today’s market after an uneven 2021.

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