351 Global EM active equity funds, AUM $420bn Active GEM Funds: Extreme Stocks Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus: – HDFC Bank Limited – Delta Electronics, Inc. – POSCO Holdings …
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143 MSCI China Equity funds, AUM $39bn MSCI China Funds: Performance & Attribution Review, Q1 2024 Summary • Tough start to 2024, but Active Funds match Benchmark: Average returns of -2.53% lag the iShares MSCI China ETF by -0.05%, with 47.8% of funds outperforming. • Value beats Growth: Value beats Growth on average, but best performers are from the …
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268 UK Equity funds, AUM $192bn UK Funds: Performance & Attribution Review, Q1 2024 Summary • UK Funds Stick to Benchmark in Q1: Average UK fund returns of 2.74% sit marginally behind SPDRs MSCI ACWI ETF by -0.33%, with 47.6% of funds outperforming. • Value Trumps Growth: Value and GARP funds beat their Growth peers, with 20% separating the …
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338 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q1 2024 Summary Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming. Growth beats Value: Aggressive Growth funds the star performers with 8.3% returns on average. Value funds underperform benchmark with 6.9% Q1 return. …
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352 Global Emerging markets active equity funds, AUM $423bn GEM Funds: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 2.8% beat the iShares MSCI EM ETF by 0.66%, with 63% of funds outperforming. • Value/Yield beats Growth: Yield funds the star performers with 4.5% returns on average. Aggressive Growth the …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming. • Value beats Growth: Value and Yield funds have the edge, though all Style groups beat the index on average. …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan Funds: Stock Radar Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus – Contemporary Amperex Technology Co., Ltd. Class A– Sunny Optical Technology …
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125 MSCI China active equity funds, AUM $38bn MSCI China Funds: Stock Radar Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus – Contemporary Amperex Technology Co., Ltd. Class A– Sungrow Power Supply …
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339 global equity funds, AUM $1.1tr Semiconductors: Winners Emerge as Allocations Hit Record Highs Summary Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives allocations to fresh peak. Industry Rotation Accelerates: Semiconductors Overtake Pharmaceuticals as 2nd largest allocation whilst Banks suffer. Country Dynamics Shift: Peak Ownership in Taiwan, USA, …
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360 emerging market Funds, AUM $400bn India Deep Dive: Record Allocations Mask Growing Underweight Summary Record Allocations Mask Caution: Record investments in India contrast with a rising underweight, as selected managers pare back exposure. Valuations Prompt Strategic Pause: Record underweights among Value funds reflect valuation concerns, with growth funds also seeing overweights decline. Selective Sector Optimism: Fresh interest in Utilities, …
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