Spot the Dog: Number of underperforming mega funds on the rise
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
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
Fund picks for adding exposure
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
Strategies underexposed to tech and energy feature prominently in the bi-annual report
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Fundsmith Equity and Lindsell Train UK Equity among the funds named in Bestinvest’s latest Spot the Dog report