UK Equity: Q3 Performance & Attribution Analysis

  UK Active Fund Performance & Attribution, Q3 2025 Active UK equity managers have once again found themselves grappling with a tough market backdrop. Despite an average return of 11.75% across the peer group through Q3, the benchmark has proven an even tougher competitor. The SPDR FTSE All Share ETF delivered a 15.9% gain year-to-date—comfortably ahead of nearly three-quarters of …

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GEM Equity: Q3 Performance & Attribution Analysis

  Emerging Markets Fund Performance & Attribution, Q3 2025 Active Global Emerging Market funds are delivering strong absolute performance in 2025, with average returns of 26.0% year-to-date – on track for their best calendar year since 2017. This strength is somewhat overshadowed by the benchmark’s 27.8% gain, translating to underperformance of -1.8% on average. Just under 40% of active EM …

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Global Equity: Q3 Performance & Attribution

Global Funds: Q3 Performance & Attribution Active Global funds are facing yet another challenging year. While the average fund delivered a commendable 15.5% return through the end of Q3, the elephant in the room remains a benchmark that continues to deliver well above-average performance. The SPDR ACWI ETF returned 18.8% year-to-date, outperforming 73% of the 358 active funds in our …

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