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Home / News / IA Europe ex-UK beats out North America for highest number of top quartile performers over three years
IA Europe ex-UK beats out North America for highest number of top quartile performers over three years
Global Mixed Bond, Japan, UK Smaller Companies and UK Equity Income did not have a single fund consistently achieve top quartile returns
More Europe ex-UK funds achieved consistently top quartile returns than any other Investment Association sector in the three years to Q2 2021, according to analysis by BMO Gam, stealing the spotlight from IA North America which struggled amid the reflation trade.
BMO Gam’s Fund Watch survey found that 1.9% or 20 of the 1,046 funds analysed from the 12 main Investment Association sectors consistently achieved top quartile returns over three years to the end of Q2 2021.
Has the tide turned for UK funds? international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.
Have dividends lost their power to impress?
IA is reinstating yield criteria for equity income sectors but they remain widely unloved
The Investment Association has just reinstated the yield criteria for the UK equity income and global equity income sectors. It is a sign of better health for the two sectors, as companies once again have the confidence to make distributions to shareholders. However, the sector remains widely unloved. Have dividends lost their power to impress?
The inclusion of equity income in a portfolio used to be a no-brainer for investors. There were impressive statistics on how dividends had contributed to total return – the Barclays Equity Gilt Study, for example, showed that £100 invested in equities in 1899 would now be worth £2.7m; strip out dividends and that falls to under £20,000.
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