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.
Unicorn Asset Management has topped the FundCalibre Fund Management Equity Index list of top performers for the second year running.
Investment trusts specialising in China and large cap commodities were winners in October, according to research from QuotedData.
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.
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.
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.
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’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.
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 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.
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.
Investec is boasting a "solid" set of results both as its asset and wealth management arms have seen net inflows over the last year.
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.