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.
Performance
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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.
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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.
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Defaqto introduces new fund ratings service
Defaqto has launched a new ratings scale to help advisers identify where managed funds sit in the market.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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Investment trusts outperform as discounts tighten
Investment trusts outperformed general markets in August due to a tightening of discounts.