As investors are increasingly allocating assets to global equity funds, new data from Numis reveals, many funds have struggled to keep up with their benchmark over the long term.
Recent flow data for global funds from the firm shows that Global was the most popular regional equity category in the first ten months of 2020, with £4.5bn of net inflows. However, only 20% of global funds have managed to beat the FTSE World index over five years, according to Morningstar data. Furthermore, looking at annualised returns over ten years the data showed that just 18% managed to outperform the broader market. Fairtree AM launches Global Listed Real Estate fund A look at the Investment Association Global sector shows a similar result, with the majority (69%) of global ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
