Pridham Report: ‘Bruising’ 2023 sees record outflows for UK fund industry
BlackRock tops gross and net annual flows for 10th consecutive year
BlackRock tops gross and net annual flows for 10th consecutive year
Multi-Manager Asia & Emerging Markets and Strategic Bond funds red-flagged over poor performance
Square Mile adds four funds and ranges to its Academy of Funds
The $360m fund gained much interest from investors since launch, but seeks to ‘maintain the integrity of its investment process’ by closing off new inflows
While IA North America and Tech continued to top monthly returns
Rising equity markets pushed the value of mutual funds up by $10.7trn
‘Fund research was unsophisticated in the not so distant past, but improving methods have given investors a better understanding of portfolios’
The firm is blending several of its existing strategies to create three new funds investing in US equities
The manager of the £3.6bn Rathbone Global Opportunities fund reflects over his 20 years of running the portfolio
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
33 more top-performing funds than in Q4 2022
Aegon Diversified Monthly Income took the top spot for the most-searched fund