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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FE Fundinfo
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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
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FE Fundinfo: Tech and Latin America the top performers in 2023
L&G Artificial Intelligence fund returned 36.25% over the first six months of the year
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M&G gains six top ratings as FE Fundinfo Crown rebalance favours value investors
While Quilter and Schroders funds received the most five Crown ratings
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FE Fundinfo launches rebate management initiative
Current processes a ‘tangled web’ of obligations and eligibility criteria