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.
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.
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In an environment of protracted Brexit negotiations, continued political uncertainty and weaker economic growth, investors generally lost faith in UK equities in 2017 with many migrating to global and absolute return funds.
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Japanese and European smaller company investment trusts top the rankings when it comes to year-to-date returns, with both AIC sectors delivering returns north of 40%.
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Despite a strong year for US stock markets in 2017, a strengthening pound has taken some of the gloss from returns for UK-based investors.
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The ability to gear and stay invested in rising markets has lead the vast majority of investment trusts to outperform their comparable open-ended peers according to new research from Winterflood Investment Trusts (Wins).
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Hindsight is a wonderful thing, but looking at this year’s worst performing sectors and where investors have mostly been investing in 2017 may make depressing reading for some.
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Those investors who took a risk on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
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Japan funds continued their strong performance into November, with the IA Japanese Smaller Companies and Japan sectors producing the strongest returns in an otherwise quiet month for markets.
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Investors in technology funds enjoyed strong returns in October, while four of the worst performing funds in the month were gold invested.
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Warren Buffett has one, Keynes said they were best for returns, but what can be gained from a concentrated portfolio?
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Gold, Japanese and emerging markets funds enjoyed a strong August, while absolute return funds had a month to forget, as did Neil Woodford.
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A report by Bestinvest has named and shamed Aberdeen Asset Management and St James’s Place for running some of the worst-performing equity ‘dog’ funds.
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