Sector specialists lead the way in volatile global/EM equity market


Most global and emerging market equity funds lost money in June, though some funds bucked the trend by posting solid gains.

Gavin Wilson

In global equity, the best June performers tended to be sector specialists, including the auto sector-focused Monza Fund, which gained 5.54% for a 15.17% half-year return; the environmentally led Santa Ana Fund, which was up 4.30% in June and is down 6.36% YTD; and Gavin Wilson's RAB Energy (up 2.74% in June for a 22.94% six-month return). RAB Special Situations also made headway in June, returning 2.32% to make for a 3.83%