Funds Benefitting from the Value Rotation

2020 was all about growth, but with value making a comeback, Morningstar analyst Jonathan Miller looks at the funds benefitting from the turning tide.

Jonathan Miller 03 June, 2021 | 8:00
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The trials and tribulations of stock markets are such that in observing short-term returns, there has been a fairly remarkable comeback. Over 12 months to the end of March 2021, global equities are up 39%, and while the UK has lagged with a 26.7% rise over this period, more-recent performance has started to paint a different picture.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Amazon.com Inc3,335.55 USD-2.90Rating
Shopify Inc A1,425.85 USD-4.73Rating
Spotify Technology SA252.96 USD-0.80Rating
Twilio Inc A358.19 USD-2.99Rating
Twitter Inc62.24 USD-4.83Rating

About Author

Jonathan Miller  is Director of Manager Research, Morningstar UK

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