Fidelity Multi Asset Allocator range
In this Range in Five, lead portfolio manager Chris Forgan breaks down the five funds that sit within it, their investment process and what makes them different to their peers.
In this Range in Five, lead portfolio manager Chris Forgan breaks down the five funds that sit within it, their investment process and what makes them different to their peers.
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
Bi-annual report comprises 122 funds in total
According to EU Fund Flows report
According to Morningstar’s latest Active/Passive Barometer report
UK equity strategies suffered £14bn net outflows over the year
The divestment took a substantial portion of the fund’s assets, making it ‘no longer commercially viable’
The portfolios are now available to advisers across platforms
Trust exposure will increase from 4% to 45% in an effort to improve liquidity
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’