Outperformance

  • AllianzGI unveils ‘outperformance’ pricing model

    AllianzGI unveils ‘outperformance’ pricing model

    Allianz Global Investors plans to introduce an “outperformance” pricing model on five of its UK retail funds

  • us equity funds storm ahead in jan

    us equity funds storm ahead in jan

    More than half of the top-performing funds in January were US equity funds, with fiscal cliff aversion at the start of the month paving the way for a widespread stock market rally.

  • performance stats flaws let down active managers

    performance stats flaws let down active managers

    We all turn to average returns of the IMA sectors when trying to judge performance but is this approach inherently flawed and understating the value created by active management?

  • top fund manager talent revealed

    top fund manager talent revealed

    Jupiter, Schroders and Henderson were among those fund houses awarded multiple FE Alpha Manager ratings for 2012, marking them out as top of the talent pool.

  • uk funds best in breed

    uk funds best in breed

    Mutual funds focused on the UK have performed better and more consistently in the past three years than those investing in any other region, according to data from Lipper.

  • small funds punch above their weight

    small funds punch above their weight

    Outperformance is more likely by small funds than by their larger counterparts, according to new research from Thames River Multi-Capital.

  • Investment trusts outperform as discounts tighten

    Investment trusts outperform as discounts tighten

    Investment trusts outperformed general markets in August due to a tightening of discounts.

  • Mixed returns from two halves of Fidelity Special Sits

    Fidelity UK Special Sits treads a far more positive path compared to its Global counterpart.