'Fund watch': IA sector trends from Q2 2019

‘Interesting times’

clock • 6 min read

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 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 Markets

Market Movers: Active managers still battling 'challenging' landscape

Market Movers: Active managers still battling 'challenging' landscape

The majority are underperforming their passive peers over time

Professional Adviser
clock 14 March 2024 • 1 min read
Market impact concerns ahead of US and UK elections divide industry

Market impact concerns ahead of US and UK elections divide industry

‘We need someone with a bit of something about them’

Isabel Baxter
clock 02 February 2024 • 3 min read
0.3% GDP growth fails to alleviate 'precarious' economic situation

0.3% GDP growth fails to alleviate 'precarious' economic situation

'An appropriately diversified portfolio is the best approach'

Hope Coumbe
clock 12 January 2024 • 2 min read