138 active China equity funds, AUM $38bn China Funds: Performance & Attribution, 2024 Summary Active China managers suffered another extremely challenging year when compared to the iShares MSCI China benchmark. Average returns came in at 9.78%, falling short of the iShares MCHI ETF by 7.39%. Only 10.5% of funds managed to outperform the benchmark. Returns were spread between a high …
Continue Reading
241 active UK equity funds, AUM $169bn UK Funds: Performance & Attribution, 2024 Summary Active UK funds achieved an average return of +8.21% in 2024, trailing the SPDR FTSE All Share ETF by -0.82% and with 40.4% of funds outperforming the benchmark during the year. Individual fund performance showed fairly large dispersion, ranging from a peak of +24.5% to a …
Continue Reading
98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Performance & Attribution, 2024 Summary Active Asia Ex-Japan managers had a challenging 2024, underperforming the iShares AAXJ ETF by -1.74% after posting returns of 8.68% on average. The return picture was skewed by a number of heavily underperforming funds from the Growth bucket, and actually, 43% of funds outperformed …
Continue Reading
348 emerging market Funds, AUM $418bn Active GEM Funds: Performance & Attribution, 2024 Headlines GEM Funds Aligned with Benchmark in 2024 Active EM Funds posted an average return of +6.08% in 2024, trailing the iShares MSCI Emerging Markets ETF by 0.46%. Just under half (47.5%) of funds managed to outperform the index. 2024 returns ranged from -13.6% to +28.3%, with …
Continue Reading
336 Global active equity funds, AUM $1.2tr Global Funds: Performance & Attribution, 2024 Summary Record Underperformance. 2024 proved to be a challenging year for active Global equity funds, with average returns of 11.97% falling -5.08% short of the SPDR MSCI ACWI ETF, and only 23.6% of funds managing to beat the index. It was the worst year in terms of …
Continue Reading
98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Positioning Insights, Dec 24 Summary Top-Down Positioning Update China dominates allocations, India and Taiwan are equal 2nd, while South Korea lags a further 7% behind. Indonesia leads the ASEAN region, emerging as the top overweight country as a record 79.8% of funds are ahead of the benchmark. In contrast, …
Continue Reading
348 emerging market Funds, AUM $418bn Active GEM Funds: Positioning Insights, December 2024 Headlines South Korea:Rotation Drives Exposure to Record Lows Real Estate:Recovery Among Active EM Funds South Africa Financials:Gaining Momentum Among EM Investors Chart Pack South Korea Chart Pack Real Estate Chart Pack S. Africa Financials For more analysis, data or information on active investor positioning in your market, …
Continue Reading
336 Global active equity funds, AUM $1.2tr Global Funds: Positioning Insights, December 2024 Summary United Kingdom Health Care Overweight Positioning Hits Fresh Highs Motor Vehicles Fall in Investor Confidence Nestle’s Fall From Grace Global Funds Pull Back Data Pack Links United Kingdom Health Care For more analysis, data or information on active investor positioning in your market, please get in touch …
Continue Reading
336 Global active equity funds, AUM $1.1tr Active Global Funds: Positioning Chart Pack Summary In this chart pack, we highlight the key country, sector and stock exposures among active Global equity funds. The end of the report includes profiles of the key countries and sectors, providing further details on stock and fund-level exposures. Country Analysis: The USA remains the cornerstone …
Continue Reading
349 Global EM Funds, AUM $435bn Active GEM Funds: Positioning Chart Pack, Nov 24 Headlines Country: China, India, Saudi Arabia, and Taiwan remain the key underweight country positions among active EM investors. India, in particular, has seen a dramatic shift from a strong overweight to a significant underweight over the past four years. Sector: Over 60% of active EM fund …
Continue Reading
Recent Comments