Global Funds: Extreme Stocks, October 2024

337 Global active equity funds, AUM $1.1tr Global Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High Positioning, Positive …

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Asia Ex-Japan Funds: Extreme Stocks, October 2024

98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …

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Emerging Markets Ex-China Insights, October 2024

30 EM Ex-China Funds, AUM $1.7bn Active EM Ex-China Funds: Positioning Insights, October 2024 Headlines Country:India, Taiwan and South Korea dominant.  Versus the benchmark, DM stocks, Argentina and Mexico lead the overweights, whilst India, Taiwan and Saudi Arabia top the underweights. Sector:Technology is the top sector allocation, but strong momentum seen in Communication Services and Consumer Discretionary.  Materials and Energy …

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China Funds: Performance & Attribution Review, Q3 2024

143 MSCI China Equity funds, AUM $38bn MSCI China Funds: Performance & Attribution Review, Q3 2024 Summary China funds enjoyed strong returns to close out Q3 2024, driven by stimulus measures introduced at the end of the quarter. Despite an average rise of 18.7%, over two-thirds of the funds in our analysis underperformed the iShares MSCI China ETF, with a …

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UK Funds: Performance & Attribution Review, Q3 2024

249 UK Equity funds, AUM $180bn UK Funds: Performance & Attribution Review, Q3 2024 Summary In the third quarter of 2024, active UK funds delivered an average return of +2.65%, outperforming the SPDRs FTSE All Share ETF by +0.18%. A slight majority of 51.5% of funds managed to beat the benchmark.   Fund returns ranged from a high of +7.8% …

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Asia Ex-Japan: Performance & Attribution Review, Q3 2024

98 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q3 2024 Summary Active Asia Ex-Japan managers faced challenges in the third quarter of 2024, with average fund returns at +7.6% lagging behind the iShares MSCI AC Asia Ex-Japan ETF by -1.41%. Over two-thirds of the funds in our analysis underperformed the ETF. Returns ranged from …

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Global Funds: Performance & Attribution Review, Q3 2024

337 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q3 2024 Summary A strong Q3 saw Global managers post average returns of 5.91%, beating the benchmark by 0.24% and with exactly 50% of active funds outperforming the SPDRs MSCI ACWI ETF. Returns ranged from a high of +14.76% to a low of -0.57%, with the core of the …

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GEM Funds: Performance & Attribution Review, Q3 2024

352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q3 2024 Summary Active EM Funds delivered an average return of +6.85% in Q3, underperforming the iShares MSCI Emerging Markets ETF by 0.83%, with 38.8% of funds beating the index. Quarterly returns ranged from -2% to +15.6%, with most funds concentrated between 6% and 8%. …

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Positioning Insights, September 2024

253 Active UK funds, AUM $183bn Active UK Funds: Positioning Insights, September 2024 Summary Consumer Discretionary: UK Funds Move to Record Overweights Multi-Line Insurance: Falling Investment Pushes Sector towards Record Lows Anglo American: Surpasses Rio Tinto as Ownership Hits New Highs Chart Pack Health Care Chart Pack Banks For more analysis, data or information on active investor positioning in your …

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Global Funds: Positioning Insights, September 2024

333 Global active equity funds, AUM $1.1tr Global Funds: Positioning Insights, September 2024 Summary China & HKRecord Bearish Sentiment as Stimulus Measures Announced Health CareConviction at Record Highs MercadoLibreRising Star in Emerging Markets Data Pack Links China & HK Health Care For more analysis, data or information on active investor positioning in your market, please get in touch with me …

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