Fund Performance

  • Pharma, IP, tobacco provide Woodford’s big wins as firm releases contribution data

    Pharma, IP, tobacco provide Woodford’s big wins as firm releases contribution data

    Bets on tobacco, pharmaceuticals and intellectual property were the prime contributors to the success of the Woodford Equity Income Fund this year.

  • UnicornUK Income tops SPI white list

    UnicornUK Income tops SPI white list

    Managers with a large cap bias have struggled somewhat in the current environment, but investors are getting the best of both worlds from the income sector.

  • do you own the Q1 heroes or the real villains

    do you own the Q1 heroes or the real villains

    There is no correlation whatsoever between the best-performing funds in Q1 and the best-performing sectors, with regional equity funds dominating whichever end fo the league tables you look at.

  • PA ANALYSIS Africa equity story for investors

    PA ANALYSIS Africa equity story for investors

    Investors seeking to diversify emerging market portfolios may be able to tap into growing equities in Africa.

  • hedge fund performance 2013

    hedge fund performance 2013

    Hedgies have posted some of their best returns for 2013 though out of favour commodity strategies are continuing to come under pressure.

  • GEM funds most consistent

    GEM funds most consistent

    Funds in the IMA Global Emerging Markets sector show the most consistency for top quartile returns, followed by those in the Japan peer group, according to Gary Potter and Rob Burdett’s quarterly F&C MM Fund Watch.

  • ten worst-performing funds

    ten worst-performing funds

    Nearly 150 funds with £34bn in AUM featured in Chelsea Financial Services’ latest ‘Redzone’ update, having produced either third of fourth quartile returns over each of the past three discrete years.

  • Solid year of performance for Investec

    Solid year of performance for Investec

    Investec is boasting a "solid" set of results both as its asset and wealth management arms have seen net inflows over the last year.

  • Brutal DFMs demand immediate performance

    Brutal DFMs demand immediate performance

    Half of DFMs would ditch an underlying fund manager after six months of poor performance as this and perceived trustworthiness are considered to be the most important considerations when making an investment.

  • hf performance continues upward trajectory

    hf performance continues upward trajectory

    Hedge funds attracted $20bn in new assets in the first quarter of 2013 and US hedge fund assets hit a record high of $1.25bn during the period, according to data provided by Eurekahedge.

  • Defaqto introduces new fund ratings service

    Defaqto introduces new fund ratings service

    Defaqto has launched a new ratings scale to help advisers identify where managed funds sit in the market.

  • Strict MA mandates led the way in 2012

    Strict MA mandates led the way in 2012

    Multi-asset funds with strict mandates outperformed flexible asset allocation strategies during 2012 as political uncertainty reduced the reliability of allocation tools, according to S&P Capital IQ.