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Which sector funds are earning their keep?

Tech and healthcare funds are on the rise, but still have some ground to recover after harder times
Which sector funds are earning their keep?Published on September 25, 2024

When it comes to funds and shares, most things that lost you serious money in 2022 are on the rise this year. Seraphim Space (SSIT) has had a blistering run, Chrysalis (CHRY) shareholders are still up for 2024 despite various setbacks, and portfolios with a growth bias have tended to prosper as interest rates decline.

The trend is also on display for some of the sector funds widely followed by investors. With artificial intelligence (AI) hype running hard and base rates now falling, it's no surprise to see the tech funds leading the pack. Polar Capital Technology (PCT) shareholders have made a total return of nearly 35 per cent over the past 12 months, with Allianz Technology (ATT) investors only slightly behind. An MSCI World tracker is up by around 19 per cent over the same period, with an S&P 500 tracker up by roughly 22 per cent.

The biotechnology and healthcare trusts, hit so hard in the 2022 sell-off, have also staged a fierce comeback. Polar Capital Global Healthcare (PCGH) is up by around 20 per cent over the 12-month period, with double-digit gains for most of its peers, too.

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