Morningstar: Thematic fund assets double in past five years despite volatility
In 2024, fund closures outpace launches
In 2024, fund closures outpace launches
However, growth versus value argument is not as clear cut as it once was
RC Brown’s Oliver Brown on why now could be an attractive entry point to the junior market for investors with a long-term outlook
Assets under management stand at £17.6bn
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
Aegon Diversified Monthly Income took the top spot for the most-searched fund
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth