underperformance

Most active equity funds fail to outperform their benchmarks in 2023

Equities

Most active equity funds fail to outperform their benchmarks in 2023

LSEG Lipper research

clock 09 January 2024 • 3 min read
Third Point Investors extends buyback programme as underperformance persists

Investment Trusts

Third Point Investors extends buyback programme as underperformance persists

Discount widens to over 18%

clock 22 September 2023 • 3 min read
European Opportunities trust lowers management fees as continuation vote looms

Investment Trusts

European Opportunities trust lowers management fees as continuation vote looms

Underperformance against benchmark

clock 22 September 2023 • 2 min read
12 St James's Place funds fail to deliver value

Unit trusts/OEICs

12 St James's Place funds fail to deliver value

Driven by underperformance

clock 01 August 2023 • 2 min read
River and Mercantile eyes merger of two underperforming funds

Unit trusts/OEICs

River and Mercantile eyes merger of two underperforming funds

To be approved by shareholders

clock 13 June 2023 • 1 min read
Eight Schroders funds fail to demonstrate consistent value

Unit trusts/OEICs

Eight Schroders funds fail to demonstrate consistent value

Investment objectives altered

clock 04 May 2023 • 2 min read
Two thirds of M&G AUM fails to meet performance expectations

Companies

Two thirds of M&G AUM fails to meet performance expectations

95.8% deemed to deliver value overall

clock 01 August 2022 • 2 min read

Funds

Spot the Dog: Underperfoming funds cost investors £410m a year in fees

£43.9bn assets under management in 'dog fund'

clock 14 February 2020 • 4 min read

Funds

Jupiter to close two funds following asset "contraction"

Jupiter UK Alpha and Enhanced Distribution

clock 04 February 2020 • 2 min read

Investment

Baillie Gifford to take over European IT from Edinburgh Partners

The board of the European Investment Trust (EIT) will part ways with incumbent investment manager Edinburgh Partners citing performance concerns, as Baillie Gifford is named successor.

clock 10 October 2019 • 3 min read
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