Despite a year of turmoil in the markets, seven funds were able to deliver returns of more than 40 per cent for investors during the first half of 2020.
UK savers put GBP4.7 billion into retail funds in May 2020 building on the positive fund flows in April, according to latest figures published today by the Investment Association (IA).
Quilter Cheviot’s Climate Assets Fund, a fossil fuel-free strategy investing in the growth markets of sustainability and environmental technologies, has surpassed GBP100 million of client assets under management (as at 31 May 2020).
UK savers put GBP4 billion into retail funds in April 2020 after record outflows in March, according to latest figures published today by the Investment Association (IA).
Brown Advisory, an independent and privately held global investment management firm which oversees more than USD78 billion in client assets, has marked five years since the launch of its Global Leaders Strategy on 1 May 2015.
Brown Advisory's US Sustainable Growth UCITS Fund has outperformed the Russell 1000 Growth Index by 3.9 per cent annualised since inception three years ago. The Fund also outperformed its benchmark in Q1 2020 by 3.8 per cent.
The latest Fund Flow Index from Calastone shows that fund flows into active equity funds dropped 93 per cent over the month, as nine-tenths of January’s overall net equity inflow went into index funds.
Alternative UCITS funds had a very steady and solid 2019 overall, with the LuxHedge Global Alternative UCITS Index posted a gain of +4.2 per cent over the past year and more than 80 per cent of funds ending the year in positive territory.
Wealth management platform Dolfin’s model portfolio saw strong performance across the board in 2019 with seven out of nine portfolios outperforming their reference indices, notably the USD and EUR Balanced portfolios which achieved a return gross of fees of 15.0 and 13.8 per cent respectively.
Net sales of UCITS and AIFs totalled EUR 43 billion in October, up from EUR 25 billion in September, according to the latest monthly Investment Fund Industry Fact Sheet from the European Fund and Asset Management Association (EFAMA).