St James’s Place's (SJP) latest assessment of value (AoV) report revealed eight of its funds have failed to deliver value to investors in the year to 30 June.
The strategies that did not deliver overall value this year were the Asia Pacific; Global Absolute Return; Global Government Bond (unit class R); Global Government Inflation Linked Bond; Global Quality; Global Smaller Companies; North American and Worldwide Income funds. In total, 18 funds were red-flagged for underperformance out of SJP's 44-strong range this year, an overall improvement on 2024's report. Last year, 36 of the 45 funds were red-flagged for performance and more than 25% had failed to deliver value. SJP has moved retail investors in all its funds - including the eigh...
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