PEOPLE MOVES: Evelyn Partners, Jupiter, Artemis, Aberdeen
Three new hires across Leeds and Newcastle offices
Three new hires across Leeds and Newcastle offices
UK market ‘chugging away’ with 2% gain
A total of 15 funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
Pridham Report shows a quarter of growth for active equity funds
New chief executive named
Euan McNeil has left the firm
Latin America and China worst-performing sectors for November
Kate Morrissey joins as head of asset allocation
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
Strategies underexposed to tech and energy feature prominently in the bi-annual report