AllianzGI unveils ‘outperformance’ pricing model
Allianz Global Investors plans to introduce an “outperformance” pricing model on five of its UK retail funds
Allianz Global Investors plans to introduce an “outperformance” pricing model on five of its UK retail funds
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.
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?
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.
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.
Outperformance is more likely by small funds than by their larger counterparts, according to new research from Thames River Multi-Capital.
Investment trusts outperformed general markets in August due to a tightening of discounts.
Fidelity UK Special Sits treads a far more positive path compared to its Global counterpart.