Hidden Gems: Five top-performing funds in the IA North America
A look at five funds in a tech-heavy sector that tends to shine when growth is in favour but struggle when value is the mode
FE Fundinfo
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UK small caps: Depressed for a reason, or at the cusp of a multi-year supercycle?
The host of headwinds battering UK smaller companies has prompted a crisis of faith among investors. Is the sector down and out or on the cusp of a supercycle?
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JPM Multi-Asset Growth & Income to merge into JGGI
Process expected to be completed by the end of March
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Value funds overtake growth in FE Fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
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Head to head: Will 2024 be the year of the bond?
While the much-touted ‘year of the bond’ never materialised in 2023, Yoram Lustig of T Rowe Price and Liontrust’s Phil Milburn explain why investors are sticking with fixed income
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Five IA Global funds to help clients sleep at night
Using FE Fundinfo, Portfolio Adviser identifies five funds for investors who want to minimise downside risk as much as possible
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FE Fundinfo announces distribution channel services
aimed towards asset managers facing fee changes
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October’s top-performing funds: Equities struggle while bonds find their footing
Gold achieved strong returns as sustainability funds struggled
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FE Fundinfo: India, commodities and US dollar high-yield bond funds shine brightest in Q3
European equity funds bruised by global manufacturing slowdown
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FE Fundinfo acquires French-based firm
Adjuto bought for an undisclosed sum
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Five top-performing UK equity funds quietly achieving in an unloved sector
Using FE data, Portfolio Adviser shines a spotlight on the UK equity funds delivering the strongest, most reliable returns over the long term
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FE Fundinfo names new CEO
Liam Healy takes up the role from 4 September 2023
