Columbia Threadneedle Fund Watch: Recovery seen in top quartile consistency
Guinness Global Energy was the top performing fund across the IA universe
Performance
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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.
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Only 1% of European equities managers stay top quartile
Only slightly over 1% of European equity large cap funds have managed to consistently secure a top-quartile finish over the past three years, fresh research by Expert Investor reveals.
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Unicorn tops fund performance chart for second year running
Unicorn Asset Management has topped the FundCalibre Fund Management Equity Index list of top performers for the second year running.
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China and commodities the trust winners in October
Investment trusts specialising in China and large cap commodities were winners in October, according to research from QuotedData.
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Marty McFly should have tried investment trusts
Rather than messing about on skateboards, Marty McFly should have bought the Capital Gearing Trust when he travelled in time from 26th October 1985, according to JP Morgan Cazenove research.
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Structured products beat FTSE 100 return
The most recent 1000 capital-at-risk structured products to mature made an average annualised return of over 8% and every one delivered as per the stated terms, according to figures from Lowes Financial Management.
