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IA Europe ex-UK beats out North America for highest number of top quartile performers over three years


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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. ....

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SJP places Alternative Assets and Japan funds on watchlist due to performance issues


SJP places Alternative Assets and Japan funds on watchlist due to performance issues
Number of funds receiving a ‘red’ rating in its second AoV report falls from five to two
St James’s Place has placed funds from Wellington Management and Nippon on its internal watchlist after they scored poorly for performance in its second assessment of value (AoV) report. 
In its second AoV report two funds, Alternative Assets and Japan, received a “red” rating for “having attributes which challenge whether overall value is being delivered”. This was an improvement on last year when five funds were flagged for poor performance by the fund board.  ....

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