Value funds overtake growth in FE fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
Investment Association
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Investment Association: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
Potential for rate cuts in 2024 reinvigorated UK investors
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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Trade body unveils tool to help investors find lost assets
£781m estimated to be missing
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Investors urged to check their portfolios for diversification
‘Exposure to UK equities that pay a dividend has been about as fashionable as my wardrobe in recent years’
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PEOPLE MOVES: Parmenion, Indosuez WM, Deutsche Bank
Platform hires ex-Openwork chief commercial officer, as wealth firm names Singapore executive director
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Fraction of funds consistently deliver top quartile returns
Newly created IA India/Indian Subcontinent sector was the top performer during Q3
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Investors turn back on UK equities for growth and tech funds
Lack of retail interest in asset class ‘is interesting as it goes against’ the institutional market
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Has the tide turned for UK funds?
‘UK Equity Income was the least popular sector in May and has continued to face challenges’
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Flaw in multi-asset funds exposes investors to greater risk
Close correlation between fixed income and equities to lead to ‘meagre returns’
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Investors still clinging to their US ‘security blankets’
Despite data showing an outflow of £1.6bn from US equities in Q1
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Is the dividend drought over?
Investors may have to wait until 2025 for a return to pre-pandemic levels