Euro 2020: Which teams and funds could come out on top?
After 12 months, the delayed Euro 2020 championships kick off on Friday. Among those fans excited about the tournament is Chelsea Financial...
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After 12 months, the delayed Euro 2020 championships kick off on Friday. Among those fans excited about the tournament is Chelsea Financial...
Fees for active management down 15% since 2017 'putting pressure on passives' Average annual cost of equity fund now 0.85%, finds FundCalibre The average annual charge for active equity is down from 1.13% to 0.95% Actively managed equity fund fees have fallen by more than 15% over the past four years to an average of 0.95%, as the UK fund industry reacted to the “passive threat” by lowering charges, according to FundCalibre. Its analysis, based on FE fundinfo data on ongoing charges figures (OCFs) in January 2017, 2018, 2019, 2020 and 2021, found that the average annual charge for active ...
Repairing a TAR-red reputation: Time to show some love to the targeted absolute return sector Deep Dive into absolute return Juliet Schooling Latter of FundCalibre Juliet Schooling Latter It has been a rocky road for funds in the IA Targeted Absolute Return sector in the past decade or so, as investors have gradually fallen out of love with it. Pessimists would tell you the reasons for the fall from grace are simple - absolute return funds have not delivered on their promises to investors, with capital not being protected during periods of volatility,... To continue reading... Tel: +44 (0)18...
Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios. At...
The balanced fund diet: Staying 'active' with a mix of strategies could improve your portfolio's health Deep Dive into absolute return Mike Coop of Morningstar Investment Management Europe Mike Coop The basic concept behind absolute return funds is very appealing: decent positive returns, low risk of loss and diversification versus equities and bonds. More recently, they have been sold as bond substitutes: lower risk than equities, higher returns than bonds, less downside if there is a rise in bond yields. It is not a new idea; many were launched... To continue reading... Tel: +44 (0)1858 43...