Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
Baillie Gifford
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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Square Mile: Baillie Gifford and Fidelity fund ‘A’ ratings removed
While CT Global Social Bond has been inducted into the Academy of Funds for the first time
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RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
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FE Fundinfo: March top 10 dominated by gold funds
Commodities and natural resources on top for sector average
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Fundsmith Equity and Lindsell Train portfolio dropped from Evelyn Partners’ Best Funds list
Bi-annual report comprises 122 funds in total
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£95.3bn underperforming ‘dog’ fund assets leap 106%
Fundsmith Equity and Lindsell Train UK Equity among the funds named in Bestinvest’s latest Spot the Dog report
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Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
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Chinese property sector woes continue to weigh on fund performance in January
While IA North America and Tech continued to top monthly returns
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Baillie Gifford Japanese
Investing in Japanese companies with above average growth. Watch the Talking Factsheet for the Baillie Gifford Japanese fund with Amaya Assan, Research Manager.
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PEOPLE MOVES: Barclays UK, Credit Suisse, Quilter
Wealth CEO departs bank, while Swiss group names chief executive for Israel
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Baillie Gifford Strategic Bond
There is a strong focus on buying undervalued bonds, and the team are prepared to go against market consensus in order to follow their investment philosophy. Watch the Talking Factsheet for the Baillie Gifford Strategic Bond fund with Eduardo Sanchez, Senior Investment Research Analyst.