// Funds Tag

The popularity of UK All Companies funds in the Gatekeepers analysis.

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 More
The global sector has been popular for over a year. Which funds stand out?

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 Global Equity sector consistently topping the sales charts.

Read More

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 More

Send this to friend