Three Baillie Gifford funds and Liontrust Russia suffer biggest losses in Q1 2022

Scottish Mortgage also struggles

Lauren Mason
clock • 4 min read

The Baillie Gifford American, European and British Smaller Companies funds all found themselves in the list of the ten worst-performing open-ended vehicles during Q1 2022, according to data from Morningstar obtained by AJ Bell.

Liontrust Russia was unsurprisingly the worst-performing fund overall, having lost 63.9%, while Morgan Stanley Global Insight was second from the bottom with a loss of 25.3%. Baillie Gifford American and European lost a respective 22.9% and 23.2%, while Morgan Stanley US Advantage found itself fifth on the list having fallen by 22.3%. All other funds on the list - S&W Aubrey Global Conviction, Jupiter UK Mid Cap, Baillie Gifford British Smaller Companies, SVM UK Growth and T. Rowe Price Global Tech Equity - lost between 20% and 22% over the three months. Conversely, Latin American equ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Jupiter eyes closure of its International Balanced Portfolio strategy in Luxembourg

Jupiter eyes closure of its International Balanced Portfolio strategy in Luxembourg

Part of firm's rationalisation programme

Sorin Dojan
clock 16 April 2025 • 1 min read
Hargreaves Lansdown removes Amati UK Listed Smaller Companies from Wealth Shortlist

Hargreaves Lansdown removes Amati UK Listed Smaller Companies from Wealth Shortlist

Wider business has suffered

Sorin Dojan
clock 16 April 2025 • 1 min read
Calastone launches tokenised distribution service for asset managers

Calastone launches tokenised distribution service for asset managers

Leveraging blockchain-based channels

Cristian Angeloni
clock 03 April 2025 • 1 min read
Trustpilot