Equities
Cautious funds the winners in FE ratings rebalance
Six funds jumped from one crown to five in the latest FE Research ratings rebalance, while 13 previously unrated funds jumped straight to the highest possible rating.
Global ETF market soars, BlackRock earnings disappoint
The worldwide market for exchange traded funds (ETFs) saw record inflows of $350.9bn in 2015 as investors flocked to new fixed income trackers and looked outside the US for better equity returns.
Staying top quartile – it’s nearly impossible for US equity managers
US equity funds have a hard time in beating their peers on a sustained basis. Only 4.28% of 678 US equity funds analysed by S&P managed to consistently finish in the top-quartile during three consecutive one-year periods from September 2012 to September 2015. So no wonder investors prefer the passive option.
European ETF inflows grow by a third
Index-tracking products continued to rise in popularity in 2015. According to data collated by research consultancy ETFGI, ETFs listed in Europe gathered a record amount of new assets in 2015.
GCP launches first UK infrastructure fund for offshore bonds
Gravis Capital Partners, a specialist investment advisory firm, has announced the launch of the first UK-focused open-ended infrastructure fund.