Hidden Gems: Five top-performing funds in the IA North America
A look at five funds in a tech-heavy sector that tends to shine when growth is in favour but struggle when value is the mode
Author: Tom Aylott
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Calastone: Funds made record returns in 2023 but investors remain bearish
Rising equity markets pushed the value of mutual funds up by $10.7trn
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UK investors to increase exposure to real assets in 2024
67.5% said reducing risk through diversification was their main motivation for the move
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JP Morgan launches three US-dedicated active ETFs
The firm is blending several of its existing strategies to create three new funds investing in US equities
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UK companies drop special dividends by 79% in 2023
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
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Value funds overtake growth in FE Fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
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Cash is no longer king: Investors drop cash allocations in 2023
Investors dropped cash allocations from 11% to 8.9% last year as confidence in equity markets improves, says Interactive Investor
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Nick Train lists Diageo and Burberry as biggest disappointments in 2023
Finsbury Growth and Income underperformed for the third year running
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Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
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Peel Hunt: The must-have trusts to grow your savings in 2024
Researchers narrowed down the universe of over 400 trusts
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PwC: Half of CEOs think their businesses will not survive the next decade
AI could make half of all business models redundant within 10 years
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IA: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts