Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month
August marked by rate cut discussions and selloff at beginning of month
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Defensives finish the year strong after two violent sell-offs as investors eschew the ‘buy the dip’ mentality
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Terry Smith’s flagship fund is most researched on FE Analytics and AJ Bell Invest Centre
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Investors fear buying on positive developments will be too late
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Emerging markets make a comeback but fail to take the top spot
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The long/short equity hedge sector has lost about 6.6% over the last three years
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UK and Asia strategies dominate the poor performers
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FE has launched a tool which it said provides advisers with a simpler and more holistic way of measuring the impact of costs on real returns and bypass projections provided by fund groups.
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Japanese equities had the largest positive shift in net sentiment across pan-European fund selectors during the last quarter, according to research from Portfolio Adviser’s sister publication, Expert Investor. Click through the slides below to find out more about the views of the industry toward Japanese equities.
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Terry Smith’s Fundsmith Equity was the most researched fund by advisers on FE’s Analytics model between January to September.
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FE Analytics has launched a service to help IFAs meet suitability requirements and deliver consistent investment advice.
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More than half of passive UK gilt funds have been awarded FE’s top accolade for their index-tracking ability, compared with just 18% of global equity funds.
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