Performance

  • Unicorn tops fund performance chart for second year running

    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.

  • China and commodities the trust winners in October

    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.

  • Marty McFly should have tried investment trusts

    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.

  • Structured products beat FTSE 100 return

    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.

  • do you own the Q1 heroes or the real villains

    do you own the Q1 heroes or the real villains

    There is no correlation whatsoever between the best-performing funds in Q1 and the best-performing sectors, with regional equity funds dominating whichever end fo the league tables you look at.

  • Alternatives investors shun performance fee funds

    Alternatives investors shun performance fee funds

    Funds with low fees account for three-quarters of assets under management in the alternative Ucits sector, indicating costs are a key consideration for “hedge fund-lite” investors, a study has found.

  • Jupiter fortunes turn

    Jupiter fortunes turn

    Jupiter’s AUM increased £3bn in the first half of the year following net mutual fund inflows of £426m, in what has been described as a period of robust performance by the firm’s chief executive.

  • GEM funds most consistent

    GEM funds most consistent

    Funds in the IMA Global Emerging Markets sector show the most consistency for top quartile returns, followed by those in the Japan peer group, according to Gary Potter and Rob Burdett’s quarterly F&C MM Fund Watch.

  • European funds top over 20 years

    European funds top over 20 years

    European funds are the best performers over 20 years, FE data shows, yet six times in the past 10 years Europe has been the worst selling retail sector, according to IMA statistics.

  • Five funds it pays to hold

    Five funds it pays to hold

    Funds from a cross section of sectors have produced consistent top quartile performance over the past five years, with two UK equity funds in the ranks.

  • Solid year of performance for Investec

    Solid year of performance for Investec

    Investec is boasting a "solid" set of results both as its asset and wealth management arms have seen net inflows over the last year.

  • Brutal DFMs demand immediate performance

    Brutal DFMs demand immediate performance

    Half of DFMs would ditch an underlying fund manager after six months of poor performance as this and perceived trustworthiness are considered to be the most important considerations when making an investment.