Kelly Prior analyses the previous 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 30 June 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 ...
To continue reading this article...
Join Professional Adviser
Signup and gain exclusive members-only insights
- 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.
