Redzone ranks swell as UK equity funds flag
UK equity vehicles were the stand-out underperformers as the number of flagging funds rose significantly in the past four months, according to research by Chelsea Financial Services.
UK equity vehicles were the stand-out underperformers as the number of flagging funds rose significantly in the past four months, according to research by Chelsea Financial Services.
Sebastian Lyon, Tom Dobell and Mark Mobius are among the names humbled in Chelsea Financial Services’ latest DropZone of the worst-performing funds over the past three years.
Sniping at passives may be passé, but that still doesn’t explain the benefit that dyed-in-the-wool active fund groups achieve from fielding substandard tracker funds.
Advisers should tweak their mandates to capitalise on the wave of fresh money coming from lower net-worth individuals in the new pension environment, according to FEIFAs Paul Stanfield.
Advisers should tweak their mandates to capitalise on the wave of fresh money coming from lower net-worth individuals in the new pension environment, according to FEIFA’s Paul Stanfield.
Days from the launch, Chelsea Financial Services’ new rating service is supported by 39 companies in the industry.
Fidelity steals Chelsea's wooden spoon from the hand of the Scottish Widow when it comes to consistently underperforming funds.
Chelsea’s latest RedZone list saw Fidelity stand out with eight underperforming products listed.
Its that time of year when we turn to the big brains behind Portfolio Advisers investment panel and see where theyre planning to place their bets next year.
Chelsea Financial Services Darius McDermott has said capital preservation and diversification will be crucial for weathering the unknown quantities of next year and with no clear winners set to emerge, it was time to reconsider absolute return funds.
Japan has been tipped by Chelsea Financial Services as the contrarian bet for 2013, if this week’s election sees the LDP opposition party gain power.