Performance

  • hf performance continues upward trajectory

    hf performance continues upward trajectory

    Hedge funds attracted $20bn in new assets in the first quarter of 2013 and US hedge fund assets hit a record high of $1.25bn during the period, according to data provided by Eurekahedge.

  • Has the worm turned for EM equities

    Has the worm turned for EM equities

    Emerging market equities may be losing their shine following months of under-performance and a decline in sentiment towards the region, but investment professionals are still split on their prospects.

  • Defaqto introduces new fund ratings service

    Defaqto introduces new fund ratings service

    Defaqto has launched a new ratings scale to help advisers identify where managed funds sit in the market.

  • Two funds ousted from Wealth 150

    Two funds ousted from Wealth 150

    The M&G American Fund and the M&G Global Leaders Fund have been removed from the Hargreaves Lansdowne Wealth 150 list following a period of poor performance.

  • Investec UK Smaller Companies fund downgraded

    Investec UK Smaller Companies fund downgraded

    The growing Investec UK Smaller Companies Fund has been downgraded to a ‘neutral’ by Killik & Co, despite strong performance in absolute terms.

  • Continued upturn in hedge fund performance

    Continued upturn in hedge fund performance

    Hedge fund returns continued on an upward trajectory in January, as equity-exposed strategies and funds of hedge funds posted the highest returns for a number of months.

  • Non-core markets outperform core in Q4 2012

    Non-core markets outperform core in Q4 2012

    Contrary to their volatile reputation, non-core markets were the most consistent top performers in each of the past three years, F&C FundWatch data reveals.

  • advisers to blame for reliance on past performance

    advisers to blame for reliance on past performance

    Yet another nail in the coffin for past performance as a means of informing investment decisions, but when will the final nail be hammered in and the practice buried or banned?

  • hargreaves lansdown sees performance fee fall

    hargreaves lansdown sees performance fee fall

    Investors through intermediaries can directly influence the fees being charged by funds, with the number charging a performance fee declining in recent years.

  • small funds punch above their weight

    small funds punch above their weight

    Outperformance is more likely by small funds than by their larger counterparts, according to new research from Thames River Multi-Capital.

  • Investment trusts outperform as discounts tighten

    Investment trusts outperform as discounts tighten

    Investment trusts outperformed general markets in August due to a tightening of discounts.

  • Investors back real estate funds despite poor performance

    Investors back real estate funds despite poor performance

    The Association of Real Estate Funds said leveraging failed to boost the funds’ performance in Q2.