First State re-enters Tilney Bestinvest 'Dog List' after two-year absence

Total assets on list decline by £1bn

Laura Dew
clock • 3 min read

First State Investments has rejoined the Bestinvest 'Spot the Dog' list after two years as a result of the troubled environment for commodities funds.

The wealth manager's bi-annual Spot the Dog report highlights OEICs and unit trusts that have underperformed their benchmarks for three consecutive years and by more than 5% over a three-year period.  Total assets on the table declined from £8.6bn in February to £7.6bn, and the report noted the median fund size was just £114m. There were 15 funds which were less than £100m in size. M&G drops out of Tilney Bestinvest's 'Dog List' as Schroders fund takes top spot The last time First State featured in the table was July 2015 with its Worldwide Equity fund, managed by Jonathan Asante. ...

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 Investment

PA360: 'Diversified approach has room for both active and passive' - David Coombs

PA360: 'Diversified approach has room for both active and passive' - David Coombs

‘Volatility is your friend if you are a long-term investor’

Jenna Brown
clock 01 May 2025 • 2 min read
PA360: FOMO can 'significantly' alter investors' risk appetite

PA360: FOMO can 'significantly' alter investors' risk appetite

Albemarle Street Partners’ Charlie Parker on the social element of investing

Isabel Baxter
clock 01 May 2025 • 1 min read
PA360: Investors must understand importance of 'proper diversification'

PA360: Investors must understand importance of 'proper diversification'

‘Investors don’t have to choose a single door’

Sahar Nazir
clock 01 May 2025 • 1 min read