Just a quarter of active funds beat passive as value rally subsided
Just 18 of 74 fund groups beat their equivalent passive tracker between March and June when markets returned to rewarding quality and growth stocks.
Stay updated with breaking news from Consistent Opportunities Unit. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Just 18 of 74 fund groups beat their equivalent passive tracker between March and June when markets returned to rewarding quality and growth stocks.
Source: Lipper/Moneyfacts Note: The table above is ordered by the best performance 1 April 2021 over the past 12 months. Funds may be available on other platforms not listed, through a stockbroking service or financial adviser. This month, there have been two new entrants into the best performing investment ISAs over the past 12 months. Guiness Sustinable Energy B Account and MFM TechInvest have both moved up the chart to second and third places. The best performing Investment ISA in April 2021 for the sixth month in a row was from Baillie Gifford American A Account. A £1,000 investment made...