Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
Bestinvest
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Spot the Dog: Number of underperforming mega funds on the rise
Fifteen funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
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Are platforms hampering the investment trust cost disclosure victory?
The likes of Hargreaves Lansdown are continuing to require the Mifid template from investment companies
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Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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£95.3bn underperforming ‘dog’ fund assets leap 106%
Fundsmith Equity and Lindsell Train UK Equity among the funds named in Bestinvest’s latest Spot the Dog report
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Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
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Bestinvest: Investors favour passive equity funds in October
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
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St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AUM
Largest underperforming fund was Baillie Gifford Global Discovery
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Assets in underperforming ‘dog funds’ rocket to £19.1bn
From £10.7bn in August, according to Bestinvest’s Spot the Dog report
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Paul Marriage and Richard Pease funds dropped from Bestinvest buylist
As Richard Colwell’s departure also sees the CT UK Equity Income fund ejected