AI interest rejuvenates tech sector
While gold and gilts suffered in May
Fund Performance
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Which funds lost 50% or more in the first half of 2022?
Portfolio Adviser rounds up the worst 10 funds of H1 with data from FE Fundinfo
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Baillie Gifford and UK small cap funds slump in tumultuous Q1
Five of the Edinburgh manager’s funds and trusts are nursing 20% losses
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Energy funds power to the top spots in 2021 performance table
The four worst funds of 2020 were all in 2021’s top six performers
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‘Esoteric’ property funds top performers in July
‘The top four sectors were all property last month – yes they can be more esoteric but so what?’
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Which UK equity funds are the biggest winners and losers five years on from the Brexit vote?
Using data from II Portfolio Adviser examines the best and worst funds from 24 June 2016 to 11 June 2021
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Only 1.8% of funds achieved top quartile returns over the last three years
‘Astonishing’ 103 out of 1,085 funds in BMO Gam’s Fund Watch survey managed to deliver above median returns over the period
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Gam funds top performance tables as China outperforms in difficult month for markets
Gam Star Alpha Technology fund’s big bet on Alibaba pays off in October
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Aberdeen Standard and Fidelity named ‘worst of the worst’ in Bestinvest report
Aberdeen Standard Investments and Fidelity have been named and shamed as the worst performing groups in Bestinvest’s bi-annual Spot the Dog report.
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Watching the pound is important for UK investors
Weighed down by the strength of sterling, investors in UK equities have suffered a tough start to 2018 with both the FTSE 100 and FTSE All-Share indices registering negative returns in January.
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Consistent fund performance proving hard to find
The number of open-ended funds delivering consistent top quartile performance fell below the historic average in 2017, according to the FundWatch survey conducted by BMO Global Asset Management.
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Year in review: Fixed income
Despite a lacklustre year for returns, investors flocked into fixed income funds in 2017 with some £11bn invested into the various Investment Association sectors until the end of October.
