// Funds Tag

12 Mar 2019 Fantasy Fund League – Choo Choo Revenue

We launched our Fundscape Fantasy Fund League mid January (click here to find out more) and this week we kick off our weekly series of meet the manager blog posts. This week it's the Choo Choo Revenue team managed by Jacques Ferreira, data analyst at Fundscape, (more about Jacques). Read on to find out why he picked his funds...

Read the Article

28 Feb 2019 Fundscape’s fantasy fund league

You know we love an experiment at Fundscape, don’t you? Well, here at Fundscape Park we decided to have a bit of educational fun and understand our own investing behaviours with a friendly football-based investment competition, Fundscape's Fantasy Fund League. The rules are simple and don’t involve a ball or use of the foot. Each player gets to pick up to five investments — any listed investment such as direct equities, funds, of course, exchange-traded funds, and investment trusts.
Read the Article

24 Oct 2017 Cool Britannia

Our Gatekeepers series continues with a review of the UK All Companies sector. View the top ten UK All Companies funds in the second quarter here. With 225 actively managed funds, the IA UK All Companies sector has been seen as the bellwether for asset allocators looking for broad-based exposure to UK Equities. However, according to the Investment Association, it has been the worst-selling retail sector since 2010 (with the exception of 2013 when sterling corporate bond assumed the mantle).
Read the Article

19 Sep 2017 Going Global…

As part of our ongoing Gatekeepers research, we're focusing on a different sector each week. This week it's the global sector, the bestselling sector of the past year. Adviser portfolios tend to follow asset allocation templates that disaggregate global equities into regional, single-strategy funds, so you would expect the one-stop-shop global equity fund to be a less popular alternative. It’s a surprise, therefore, to see the Global Equity sector consistently topping the sales charts.
Read the Article

09 May 2016 Gatekeeper selections and the top sectors of 2015

According to the Investment Association, the top sectors of 2015, by net sales, were UK Equity Income, Targeted Absolute Return and Europe ex-UK.  Fund groups lucky enough to have funds in these sectors will have had a good year, and if their funds were on any shortlists, they probably had a great year.  How much impact does being selected by a gatekeeper have on a fund's fortunes? We ran our gatekeepers analysis to find out which funds had performed best and whether there was any correlation between performance and the number of selections they had attracted. All of the funds shown below are ranked on their three-year returns.  The tables below include a mix of the best funds by performance and the funds with the most gatekeeper selections. The ones with the  most gatekeepers usually attract the most flows.
Read the Article
SIGN UP TO OUR NEWSLETTER

Want to be kept informed of Fundscape news, views and developments? sign up to our newsletter.

Send this to friend