Spot the Dog: Number of underperforming mega funds on the rise
Fifteen funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
Jason Hollands
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Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
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£95.3bn underperforming ‘dog’ fund assets leap 106%
Fundsmith Equity and Lindsell Train UK Equity among the funds named in Bestinvest’s latest Spot the Dog report
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Platforms call for UK government to resist launching ‘retrograde’ British ISAs
Institutional investors urged to play a more proactive role in boosting the UK stockmarket
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Autumn Statement 2023: Chancellor extends sunset clause for VCTs
Schemes extended to 2035
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Bestinvest: Investors favour passive equity funds in October
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
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St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AUM
Largest underperforming fund was Baillie Gifford Global Discovery