Foul five US funds shedding money
The S&P 500 has risen 13.7% in the past year, demonstrating a significant recovery in the US equities market, but not all funds have followed suit. We reveal the worst offenders here…
The S&P 500 has risen 13.7% in the past year, demonstrating a significant recovery in the US equities market, but not all funds have followed suit. We reveal the worst offenders here…
More than half of the top-performing funds in January were US equity funds, with fiscal cliff aversion at the start of the month paving the way for a widespread stock market rally.
Miton Group (formerly MAM Funds) has hired Hugh Grieves to work alongside Nick Ford on its soon to be launched US Opportunities Fund.
Actively managed North American funds struggle to consistently outperform the S&P 500 index.
Bambos Hambi is overweight fixed interest, favouring high yield bonds in the SLI FoF’s range.
Henry Sanders says the Aviva US Equity Fund’s strict investment criteria will help ensure value.
Retail investors have pulled money out of US equity funds for the seventh consecutive week.
Threadneedle has recruited a US equity manager and an analyst with one more manager to be appointed.
Neuberger Berman is to launch a Ucits version of an existing US small cap strategy.
SIG’s £1bn Global Dynamic Equity Fund has changed managers on a US equity mandate.
LVAM has launched a US equity income fund that targets a yield of 150% of that of the S&P 500.
Retail investor redemptions from developed market equity funds have hit the highest level in a year.