Kelly Prior analyses another 'challenging' quarter's developments in the world of open-ended funds, highlighting consistent performers and significant trends across the IA sectors
The quarterly, fact-based ‘Fund watch' survey of developments in the world of open-ended funds uses performance analysis that forms part of the investment process of BMO Global Asset Management's multi-manager team. All data is from Lipper for Investment Association (IA) sectors and is calculated in total return terms in sterling for periods ending 31 March 2019. The BMO MM Consistency Ratio This is a review of the 12 major market sectors, picking out only those funds that are consistently above-average in each of the last three 12-month periods, and those consistently top-quartile. In...
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