Access The December 2018 Investor Magazine Edition
Find Out What is Included In This Edition
2018 has been a difficult year for fund managers with many struggling to navigate turbulent markets and maintain competitive performance from their funds. For this feature, we look back on the performance of more than 100 fund management firms and rate each fund manager based on the proportion of funds under their management that has done better than their competitors in 2018.
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The return of volatility in 2018 following mostly calm conditions dampened returns available to investors as a difficult year culminated in just 11 of the 36 Investment Association sectors achieving gains. As a result, only a small percentage of funds within these sectors posted strong growth returns. For this report, we analysed the performance of more than 3400 unit trust & OEIC funds and identify the 5 best funds with the highest returns in 2018 - And we also feature the 5 funds that have performed the worst.
For our league table, we carried out an extensive performance analysis of the unit trust & OEIC funds that are managed by 95 Investment management firms. Each fund manager has been ranked based on the percentage of funds they manage that have received a 4 or 5-star Yodelar performance rating. This report highlights a clear lack of consistent top performing investment options for UK Investors, but it also identifies the relatively small proportion of fund managers who have excelled with a selection of their funds consistently outperforming the competition.
This analysis provides an insight into the performance of 75 funds that are managed by fund management giant Columbia Threadneedle. In this report, you will find the last 1, 3 & 5-year cumulative growth figures for each of their funds up to 1st December 2018. Each fund has been provided with a performance ranking between 1 and 5-stars based on how well their growth figures compared alongside all other competing same sector funds over the periods analysed.
Each month our research team round up their findings in an easy to read magazine, which UK wide, has more than 22,000 subscribers. Join our community of empowered investors and gain the specialist knowledge to invest more efficiently.
Access our monthly top fund reports and fund manager league tables. Identify the funds and fund managers that consistently perform better than their peers across all investment sectors.
6 risk based portfolios researched and developed by our in-house research team. Includes hand-picked funds that have consistently out performed all other same sector funds.
Detailed fund information, charges, performance and ranking statistics for your favourite fund managers. Find out which fund managers are performing better producing better value for investors.
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