Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
33 more top-performing funds than in Q4 2022
A potential end to monetary tightening has ricocheted rate-sensitive funds back into vogue
Some funds were flooded with fresh cash last year, while the likes of Fundsmith Equity and Liontrust Special Situations lost billions
Over half (60%) of asset classes made a positive return in 2023
Funds that outperform hold lower average fee than underperformers, according to the platform
Property sector woes impacting performance
Up from a paltry four strategies this time last year
Liontrust Global Technology was the best performer
AI boom contributed to the sector returning 24.6% over six months to 30 June
While gold and gilts suffered in May
Portfolio Adviser rounds up the worst 10 funds of H1 with data from FE Fundinfo
Five of the Edinburgh manager’s funds and trusts are nursing 20% losses