Explore the top and bottom ten Investment Association (IA) funds and sectors over the past quarter.
Our research team publish regular updates based on the latest performance data to help you make informed investment decisions. Read the latest commentary to gain a better understanding of market conditions.
Whether technology or Asia-focused, many of the best-performing funds were riding the same wave: significant exposure to companies enabling AI development.
Commodities came under pressure as Middle East tensions eased, oil fell back sharply, and demand for gold waned amid less safe haven demand and higher bond yields.
As fears of a prolonged disruption to energy supplies through the Strait of Hormuz began to ease, markets staged a broad relief rally. Tech and AI-linked areas were the clearest winners.
There was weakness in mining funds and resource-heavy regions, while Chinese equities endured a difficult period amid concerns over domestic economic growth.
There are several thousand funds on sale in the UK. The Investment Association divides these into about 45 sectors, broad groupings that help investors and advisers compare funds of similar types before looking in detail at individual funds.
Figures are shown on a % total return basis, bid to bid price with net income reinvested; Source: FE Analytics, 31/03/26 to 30/06/26. Total returns with income reinvested. Past performance isn’t a reliable guide to future returns.
Please note: the value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future returns.
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