8 investment funds that appreciated the most in 2022

In 2022, the world changed and the market suffered the consequences. However, some investment funds have performed well. Here is a look at some of them. 

In 2022, the stock market faced an adverse environment that affected all asset classes. Still reeling from the pandemic, investors were also hit by the start of the war in Europe and the global debt crisis. However, it is possible to identify a number of investment funds that have performed well over time. According to Morningstar data, among the mutual funds marketed by Banco Carregosa, these are the 8 investment funds that had better annualised yields over one year in 2022.

1. BlackRock Global Funds - World Energy Fund E2 (EUR)

• Annualised yields at 1 year: 47.34%

• Risk: 7

The Fund seeks to maximise total return by investing at least 70% of its total assets in equity securities of companies whose predominant economic activity is the exploration, development, production and distribution of energy. The Fund may also invest in companies engaged in the development and exploitation of new energy technologies. 

The BlackRock Global Funds - World Energy Fund E2 (EUR) has a risk level of 7 and is therefore suitable for investors with a high tolerance for risk and volatility in the financial markets. 

2. Franklin Natural Resources Fund N(acc)EUR

• Annualised yields at 1 year: 36.23%

• Risk: 7

The fund seeks capital appreciation by investing in the natural resources sector in both developing and emerging markets. There are two types of risk. The first is the risk of loss due to exchange rate fluctuations, which is particularly significant in less developed countries. There is also liquidity risk, as it may not be possible to sell an asset in a timely manner.

This fund is suitable for investors with a high risk tolerance and a long-term horizon, as it has a risk level of 7. 

3. BlackRock Global Funds - World Energy Fund E2 EUR Hedged

• Annualised yields at 1 year: 34.65%

• Risk: 7

This investment fund invests at least 70% of its assets in companies involved in the exploration and development of energy sources, as well as their production and distribution. It may also include companies developing new technologies for the energy sector. 

It has a high level of risk (7) and is therefore best suited to investors who are prepared to accept losses and can tie up their capital for 5 years. 

4. Schroder International Selection Fund Global Energy A Accumulation EUR Hedged

• Annualised yields at 1 year: 28.47%

• Risk: 7

This fund is also heavily exposed to the energy sector. The objective is to achieve capital growth by investing primarily in equities and bonds issued by companies operating in the energy sector throughout the world. The fund is exposed to companies that are committed to the global transition to low-carbon sources of energy.

Like the other investment funds mentioned above, this fund is aimed at investors with a high risk tolerance who are prepared to tie up their capital for 5 years. 

5. BlackRock Global Funds - Natural Resources Growth & Income Fund E2 EUR

• Annualised yields at 1 year: 25.29%

• Risk: 6

This investment fund seeks capital growth through equities in companies operating in the natural resources sector. The fund invests at least 70% of its total assets in this type of equity and may also invest in mining, energy and agricultural companies. 

This investment fund is not suitable for investors who wish to put their capital to work within a period of less than 3 years.

6. Franklin Natural Resources Fund A(Ydis)EUR-H1

• Annualised yields at 1 year: 24.62%

• Risk: 7

This investment fund seeks capital appreciation through securities denominated in US dollars and other currencies linked to natural resources such as oil, gas, gold and other precious metals. It invests in both developed and emerging markets. The investment focus is primarily on convertible securities issued by small and medium-sized companies around the world that have long-term, cyclical, growth characteristics.

It is a long-term investment and is not recommended for investors with an investment horizon of less than 5 years.

7. JPMorgan Funds - Global Natural Resources Fund D (acc) – EUR

• Annualised yields at 1 year: 23.39%

• Risk: 6

This fund invests in the assets from companies around the world involved in the development, production and marketing of natural resources and derivatives. Environmental, social and governance factors are taken into account to enhance returns. It has a risk level of 6 and is therefore aimed at investors who are prepared to accept risk and to forego putting their capital to work for 3 years. 

8. Nordea 1 - Latin American Equity Fund E EUR

• Annualised yields at 1 year: 18.32%

• Risk: 7

The objective of this fund is to achieve long-term capital growth by diversifying risk and seeking future growth opportunities. The fund invests at least two thirds of its total assets in equities of companies having their registered office or pursuing most of their activities in Latin America. 

The Nordea 1 - Latin American Equity Fund E EUR has a risk level of 7 and is therefore suitable for investors with a high tolerance for risk and market fluctuations who are prepared to tie up their capital for 5 years.

The solidity of Banco Carregosa at the service of your assets 

Finding a good investment opportunity is no easy task, taking into account one's own risk profile and the macroeconomic and political scenario in the country and the world, without ever forgetting that past performance is no guarantee of future returns. It is therefore important to remain calm in the face of the general fears that inflation and war are bringing to the stock market, and to rely on professional managers to allocate capital correctly. 

Banco Carregosa’s team of experts, with years of experience and in-depth knowledge, is ready to assess the best solutions for your profile. Let our professionals help you face tomorrow’s uncertainties and benefit from the best protection for your assets.