Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
Performance
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Syz Group boosts net profit by 16% in 2023 full-year results
Assets under management sit at CHF 23.1bn
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
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Nick Train lists Diageo and Burberry as biggest disappointments in 2023
Finsbury Growth and Income underperformed for the third year running
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Fidelity: Investors missed out on rebounding markets by playing it safe in 2023
Over half (60%) of asset classes made a positive return in 2023
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Columbia Threadneedle Fund Watch: Recovery seen in top quartile consistency
Guinness Global Energy was the top performing fund across the IA universe
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Chris Applin: Our portfolios are ‘steady work-horses’ not show ponies
‘Our view is clients should never lose sleep over what we are doing,’ says Mirabaud senior portfolio manager
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The eight worst-performing funds of Q1
Funds that got short positions wrong were among the quarter’s laggards
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Rating the ratings agencies
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
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Witan ditches two of five global equity names
Witan has ditched two of its five global equity managers in a bid to improve performance through its active share potential.
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PA ANALYSIS: Could Numis’s reporting attack have big consequences?
The recent brouhaha between UK fund giant Schroders and stockbroker-analysts Numis over fund performance reporting may have welcome consequences.
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River and Mercantile tops FundCalibre index
River and Mercantile Asset Management has topped FundCalibre’s Fund Management Equity Index 2017 with a five-year average outperformance of 51.33% as their value style returns to favour.