Just how transparent will DFMs get
The news yesterday that Financial Express has launched a service allowing financial advisers to compare DFM model portfolios is another welcome move in the quest for greater transparency across the sector.
The news yesterday that Financial Express has launched a service allowing financial advisers to compare DFM model portfolios is another welcome move in the quest for greater transparency across the sector.
FE has launched a service allowing financial advisers to directly compare DFM model portfolios.
There is no correlation whatsoever between the best-performing funds in Q1 and the best-performing sectors, with regional equity funds dominating whichever end fo the league tables you look at.
Is it a coincidence that small-cap funds dominate when looking at emerging market fund tables or does it indicate an imminent change in GEM fortunes? Dare I ask the question: Is now a GEM buying opportunity?
New names edge alongside familiar ones in FE’s 2014 Alpha Manager list
Square Mile Investment Research and FE have formed a strategic partnership allowing both parties to escalate the strengths of their respective qualitative and quantitative fund research propositions.
The average active UK growth fund has beaten every single FTSE 100 or FTSE All Share tracker over one‚ three‚ five and 10 years‚ according to research by FE Trustnet.
Only 45 fund managers running strategies available to UK investors have ranked in the top 10% of the industry for five consecutive years, according to FE.
What is more important to you, being told when a fund your clients are invested in has improved in performance, or having it flagged up when one you hold in portfolios has significantly worsened?
Funds from Henderson, Ruffer and JP Morgan leapt from one to five FE crowns over the past six months as the managers dramatically improved their alpha generation, volatility and consistency over a three-year timeframe.
FE Trustnet has partnered with FundsNetwork in an attempt to offer clients a “one-stop shop” for implementing investment decisions.
Four open-ended funds dominate investors’ focus when considering absolute return investing although Charles Younes names those investment trusts that he argues investors would be far better off turning to.