Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
Funds
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Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, fund manager and head of fixed income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Mobeus proposes merger of four funds into two
Its income and growth VCTS could combine into new funds worth £190.8m and £128.8m
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Tellworth’s Mark Barnett leaves after Premier Miton acquisition
The new holding company replaces him with two of its own managers, Emma Mogford and Mahgul Ansari
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Lazard launches US small cap fund
It is an ‘exceptionally fertile’ time to invest in mispriced smaller companies
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Artemis SmartGARP®Global Emerging Markets Equity Fund
In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region.
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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.
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LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
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Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
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Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total