CAPS sectors fall behind

clock

UK smaller companies continued to stretch their lead over the mainstream CAPS sectors during the thi...

UK smaller companies continued to stretch their lead over the mainstream CAPS sectors during the third quarter. The median return for the CAPS pooled mixed with property funds over the quarter to September 1999 was -3.4%. However, positive returns from earlier in the year were not wiped out by the downturn. The pooled mixed with property median is still 5.1% for the year to the end of September. The median returns for pooled UK smaller company funds was 2.9% in the third quarter, 7% ahead of the pooled UK equity standard fund median. For the year to date, the pooled UK smaller company med...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •