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The best and worst funds and trusts of April | Trustnet Skip to the content

The best and worst funds and trusts of April

01 May 2026

Trustnet reveals which funds and sectors came out on top – and which struggled – in a month dominated by the ongoing Iran conflict and a resurgent AI trade.

By Matteo Anelli

Deputy editor, Trustnet

Technology staged a comeback in April as markets rallied on the tentative ceasefire to the Iran conflict and returned to AI-driven exuberance, FE fundinfo data shows.

The reversal from March's energy-dominated tables was stark, with the IA Technology & Technology Innovation sector topping the open-ended universe with a gain of 15.8%, while its investment trust equivalent rose 17.4%.

Asia Pacific ex Japan was the other defining theme of the month, with several regional sectors posting double-digit returns as Taiwanese and Korean chipmakers, including TSMC and SK Hynix, were among the primary beneficiaries of renewed enthusiasm for AI infrastructure spending.

Ben Yearsley, director at Fairview Investing, said: “Hands up who had markets rising strongly in April? The Iran conflict was surely planned by Donald Trump as being short and sharp. Two months in and the attritional war is still ongoing with markets now seemingly shrugging it off and returning to pre-war AI exuberance.”

The pound's 2.6% gain against the dollar in April complicated the picture for sterling-based investors in US assets. Dollar-denominated bond sectors were among the weakest performers as a result, with the IA USD Government Bond, IA USD Corporate Bond and IA USD Mixed Bond sectors all finishing in the bottom five.

Healthcare was the other notable laggard, falling 2.7% on average across the month – a sector dominated by US-listed names and therefore doubly exposed to the currency headwind.

Sector Return last month Return ytd
IT Technology & Technology Innovation 17.4% 14.8%
IA Technology & Technology Innovation 15.8% 10.0%
IT Asia Pacific 13.5% 16.1%
IT Growth Capital 12.6% 12.7%
IA Asia Pacific Excluding Japan 12.1% 14.4%
IT Global Emerging Markets 12.1% 13.3%
IA Global Emerging Markets 12.1% 14.8%
IT Infrastructure 10.9% 9.7%
IT European Smaller Companies 10.7% 3.2%
IT Asia Pacific Smaller Companies 10.2% 7.2%

 

Source: FinXL

A similar theme ran through the list of individual funds, which was also dominated by technology specialists.

“Technology has come riding to the rescue again despite a headwind from a weak US dollar. The AI trade is back in full swing despite a few wobbles over capex – there's always someone on the other side of the trade benefitting from the tech bros' largesse,” said Yearsley.

Four of the top 10 open-ended funds were technology-focused, with Liontrust Global Technology topping the universe with a gain of 35.2%. The remainder of the table was split between Korean ETFs and broader Asia Pacific strategies.

At 34.6%, Barings Korea came in a close second place, as Korea-focused strategies were buoyed by AI-driven semiconductor demand and ongoing corporate reform momentum following president Lee Jae Myung's shareholder value agenda.

Among active managers, Polar Capital Global Technology (30%) and T. Rowe Price Global Technology Equity (26.3%) stood out.

UK smaller companies was a surprise entrant among the month's stronger performers, with the IA sector gaining 7.7% – a recovery from recent weakness that Yearsley attributed in part to the sector's domestic focus making it less exposed to Middle East-driven commodity volatility.

Fund IA sector Return last month Return ytd
Liontrust Global Technology IA Technology & Technology Innovation 35.2% 25.3%
Barings Korea Trust IA Specialist 34.6% 59.3%
Xtrackers MSCI Korea UCITS ETF IA Specialist 33.6% 58.0%
iShares MSCI Korea UCITS ETF Inc IA Specialist 33.5% 58.1%
HSBC MSCI Korea Capped UCITS ETF IA Specialist 33.2% 58.0%
Franklin FTSE Korea UCITS ETF IA Specialist 33.0% 58.1%
Polar Capital Global Technology IA Technology & Technology Innovation 30.0% 41.7%
Polar Capital Smart Energy IA Specialist 29.1% 48.2%
Amundi MSCI Semiconductors IA Technology & Technology Innovation 27.6% 33.8%
T. Rowe Price Global Technology Equity IA Technology & Technology Innovation 26.3% 19.4%

Source: FinXL

 

The worst performer in the IA universe was HSBC MSCI Indonesia UCITS ETF, down 10% and 27.3% lower year-to-date, as the country's large oil import dependency continued to weigh on sentiment.

Gold and precious metals funds, which had been among the strongest performers earlier in 2026, gave back more ground in April: Amundi NYSE Arca Gold Bugs UCITS ETF fell 8.4%; UBS Solactive US Listed Gold & Silver Miners 7%; and iShares Gold Producers 5.8%, suggesting investors took profits in a trade that has had a good run.

Defence ETFs, which surged earlier in the year on European re-armament themes, also featured among the weakest – as did energy funds. GS North America Energy & Energy Infrastructure fell 5.4%, BlackRock BGF World Energy 4.7%. Yearsley noted that after six months of strong returns, profit-taking was a plausible explanation.

 

Fund IA sector Return last month Return ytd
HSBC MSCI Indonesia UCITS ETF IA Specialist -10.0% -27.3%
Amundi NYSE Arca Gold Bugs UCITS ETF IA Specialist -8.4% 3.8%
YFS Argonaut Absolute Return IA Targeted Absolute Return                                           -8.3% -2.7%
UBS Solactive US Listed Gold & Silver Miners UCITS ETF IA Commodity/Natural Resources                                   -7.0% -3.1%
Xtrackers MSCI USA Energy UCITS ETF IA Commodity/Natural Resources                                   -6.4% 31.8%
State Street SPDR S&P U.S. Energy Select Sector UCITS ETF IA North America -6.3% 31.9%
iShares S&P 500 Energy Sector UCITS ETF IA Commodity/Natural Resources                                  -6.3% 31.9%
UBS Solactive Global Pure Gold Miners UCITS ETF IA Commodity/Natural Resources                                   -6.0% -1.1%
iShares Gold Producers UCITS ETF IA Global -5.8% 2.2%
iShares Global Timber & Forestry UCITS ETF IA Commodity/Natural Resources                                  -5.6% -6.5%
WisdomTree Europe Defence UCITS ETF IA Europe Including UK -5.5% 1.0%
Amundi Stoxx Europe Defense IA Specialist -5.4% -3.2%

Source: FinXL

In the investment trust universe, Seraphim Space was the standout performer, rising 34.3% and announcing a new capital raise during the month. Polar Capital Technology Trust gained 25.6%, while Allianz Technology Trust and Manchester & London IT also featured prominently.

Among the weakest trusts, Aquila European Renewables fell 25.6%, and Sure Ventures dropped 6.7%. 3i Group fell 5.1% in April and is down 21.5% year-to-date as investor concern has persisted around its concentration in Netherlands discount retailer Action.

Fund IT sector Return last month Return ytd
abrdn Property Income Trust Limited IT Property - UK Commercial 37.7% 18.0%
Seraphim Space Investment Trust plc IT Growth Capital 34.3% 67.9%
Polar Capital Technology Trust PLC IT Technology & Technology Innovation 25.6% 30.0%
Manchester & London IT plc IT Technology & Technology Innovation 23.2% 16.9%
Molten Ventures plc IT Growth Capital 22.3% 11.0%
Allianz Technology Trust PLC IT Technology & Technology Innovation 20.9% 16.3%
Golden Prospect Precious Metals Limited IT Commodities & Natural Resources 20.4% 12.2%
Pacific Horizon Investment Trust PLC IT Asia Pacific 18.9% 30.5%
Fidelity Emerging Markets Limited PTG IT Global Emerging Markets 18.8% 24.8%
Scottish Mortgage Investment Trust PLC IT Global 18.4% 18.9%
       
DP Aircraft I Limited IT Leasing          -6.0%               12.8%
Macau Property Opportunities Limited IT Property - Rest of World          -6.3%               -9.2%
Sure Ventures Plc IT Technology & Technology Innovation            -6.7%              -50.0%
Unicorn AIM VCT plc IT VCT AIM Quoted          -8.3%              -2.4%
Symphony International Holdings LD IT Private Equity          -8.6%               4.9%
Tetragon Financial Group Limited IT Flexible Investment          -9.2%               -24.8%
LMS Capital plc IT Private Equity          -10.8%               0.0%
Digital 9 Infrastructure IT Infrastructure          -13.4%              -25.4%
abrdn European Logistics Income PLC IT Property - Europe          -15.8%              -13.2%
Aquila European Renewables PLC IT Renewable Energy Infrastructure          -25.6%              -52.1%

 

Yearsley said: "It's amazing how strong markets have been if you consider that oil has doubled in price over the past two months and that global trade through the Middle East has ground to a halt. At least central bankers haven't followed the playbook from the Ukraine conflict and hiked rates – yet."

       
       

 

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.