28.7 percent return with AI stocks – does the trend continue?

Frankfurt Artificial intelligence (AI) is currently the source of returns for investors. “This investment theme yields the highest profits,” says André Haertel from the fund appraiser Scope Fund Analysis. The expert for the Handelsblatt calculated that products with a focus on technology stocks gained an average of 28.7 percent in value in the first half of the year. No other strategy has been as successful for investors.

“After the bad stock market year 2022, risky investments are making a comeback,” says Härtel. As a result, almost all of the equity-focused investment strategies do well in the Scope ranking. For example, funds with exclusively German shares are relatively far ahead in sixth place thanks to a return of 11.9 percent. Bond products, on the other hand, saw only small increases in value due to the rise in interest rates. For example, the internationally investing bond funds achieved an average increase of 0.2 percent.

With a view to the top topic of AI, an important question is: which of these stocks do successful fund managers rely on? In an interview with the Handelsblatt, the experts gave some surprising answers.