Fund Performance

  • Year in review: Fixed income

    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.

  • Year in review: The UK

    Year in review: The UK

    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.

  • Japanese and European smaller company trusts shine in 2017

    Japanese and European smaller company trusts shine in 2017

    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%.

  • Year in review: US

    Year in review: US

    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. 

  • Geared for success; how trusts bested their open-ended peers

    Geared for success; how trusts bested their open-ended peers

    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).

  • Did investors get 2017 very wrong?

    Did investors get 2017 very wrong?

    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.

  • How 2017 rewarded the brave

    How 2017 rewarded the brave

    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.

  • Japanese funds dominate quiet November

    Japanese funds dominate quiet November

    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.

  • Tech tops returns in October, while gold bottoms

    Tech tops returns in October, while gold bottoms

    Investors in technology funds enjoyed strong returns in October, while four of the worst performing funds in the month were gold invested.

  • PA ANALYSIS: The fashionable age of concentrated funds

    PA ANALYSIS: The fashionable age of concentrated funds

    Warren Buffett has one, Keynes said they were best for returns, but what can be gained from a concentrated portfolio?

  • August’s good, bad and the ugly fund performers

    August’s good, bad and the ugly fund performers

    Gold, Japanese and emerging markets funds enjoyed a strong August, while absolute return funds had a month to forget, as did Neil Woodford.

  • Aberdeen and SJP 'worst of the worst' funds in Bestinvest report

    Aberdeen and SJP ‘worst of the worst’ funds in Bestinvest report

    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.