Over the last ten years, new technology funds surged ahead while “old economy” energy and mining funds struggled to stay even.
Category: Performance
Best and worst China equity funds of the decade
Active funds shone in a decade of poor performance for China indices and their trackers.
Best and worst bond funds of the decade
During a decade of US dollar strength and historically low interest rates, bond investors were paid to move down the credit curve.
Review: best and worst fund categories in 2019
The best category may be obvious, but the worst performing one needs some explanation.
UBS report: Apac family offices post best returns
They are also embracing sustainable investing and putting succession plans in place, according to UBS’s latest Global Family Office Report.
JPMAM: ESG enhances fixed income performance
Data suggests an ESG overlay improves returns and and reduces volatility for corporate bond investors, according to quantitative research by JP Morgan Asset Management.
Under the hood of a top-performing US tech fund
The JP Morgan US Technology Fund is tilted toward enterprise companies instead of consumer-focused ones.
Performance fees a drag on Value Partners’ 2018 profits
But the firm’s mainland business is growing, with onshore AUM surpassing the $1bn mark.
Will China’s V-shaped performance continue?
The year-to-date China rally demonstrates the only certainty in the mainland market: wild annual swings.
Greater China funds – best and worst in 2018
The best performing Greater China fund in the Hong Kong universe had a -9% calendar year return.
