Nick Train: Sage went from my worst detractor to my best performer
His second biggest holding dragged on Finsbury Growth and Income’s performance in 2024, but leapt a whopping 35% in November
Fund Performance
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
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FE FundInfo: UK small caps top May performance charts
‘The UK market finally appears to be garnering attention’
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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Interactive Investor: Interest rate-sensitive funds come roaring back in market rally
A potential end to monetary tightening has ricocheted rate-sensitive funds back into vogue
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The funds that made and lost the most money in 2023
Some funds were flooded with fresh cash last year, while the likes of Fundsmith Equity and Liontrust Special Situations lost billions
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Fidelity: Investors missed out on rebounding markets by playing it safe in 2023
Over half (60%) of asset classes made a positive return in 2023
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AJ Bell: 36% of active funds outperform passive in 2023
Funds that outperform hold lower average fee than underperformers, according to the platform
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IA China the worst performing sector in ‘damp squib’ August
Property sector woes impacting performance
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Columbia Threadneedle: Only 27 IA funds achieve top-quartile performance over three years
Up from a paltry four strategies this time last year
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Tech funds flying high in Quilter’s rankings as Chinese equities slump
Liontrust Global Technology was the best performer
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Nasdaq ‘steals the show’ as tech dominates performance in first half of 2023
AI boom contributed to the sector returning 24.6% over six months to 30 June
