Will active funds have an edge over passives in the next bear market?
Active managers boast about being a better option in tough times but Q1 performance has been shaky
Equities
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Energy crisis will separate green investors from bandwagon jumpers
Most sustainable UK and global equity funds sitting on higher losses than traditional peers as tide turns against ‘growth’ stocks
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Fidelity powers ahead of Blackrock for net retail sales in Q1
Fund group enjoys record quarter as gross sales for its equity products jump 60%
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Four income plays that aren’t oil and mining stocks
Gresham House UK Multi Cap Income manager Ken Wotton is shunning commodities which are prone to volatility
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‘Short window’ to get Jupiter back on track, says ex-director
It needs to ‘focus on being a UK house that delivers what UK investors want’
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IA to help investors find £781m in lost assets
Free-to-use portal will help locate misplaced pensions, dormant savings accounts or lost investments
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Mystery holding for Nick Train’s global equity fund revealed
Data analytics company added to both Lindsell Train Global Equity and North American Equity funds
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What dynamics are driving Japanese equities this year?
Unlike other developed markets, inflation remains muted at 1.2%
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UK equity funds haemorrhage record £836m despite performance pick-up
IA UK All Companies strategies sustained lower losses than global, US and European peers in April on average
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Fundsmith adds Adobe as tech holdings continue to drag on performance
It was likely one of the two unnamed positions alluded to in the January factsheet
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Rising yields prompt investors to re-think bond allocations
But still questions over whether inflation will continue to surprise
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Which Baillie Gifford funds slumped furthest in ‘dismal’ April?
Whereas UK stocks gave ‘creditable’ performance in a poor month for markets across the board