Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
performance
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Yearsley: Financials ‘surprise winner’ of 2024
Latin America plummets over 25% in the year
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
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FE FundInfo: UK small caps top May performance charts
‘The UK market finally appears to be garnering attention’
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Allianz, Guinness and Nordea top FundCalibre asset manager rankings
Royal London took fourth place and Man GLG fifth