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 …
Continue ReadingEmerging 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 …
Continue ReadingGlobal 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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The Big Picture: Global Fund Positioning Update In this report, we take a deep dive into active global fund positioning—across regions, countries, sectors, and stocks—highlighting the key dynamics shaping capital allocation across our 360-strong fund universe. We begin with headline positioning trends across the three major regions, before examining each in detail: Americas, EMEA, and Asia, together with a …
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The Big Picture: Emerging Markets Fund Positioning Update In this report, we take a deep dive into active EM fund positioning — across regions, sub-regions, countries, sectors, and stocks — highlighting the key dynamics shaping capital allocation in emerging markets. We begin with headline positioning trends across major regions and sub-regions, before examining the five core areas of EM …
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229 Active UK Funds, AUM $172bn BAE Systems plc Positioning Rebounds, Underweight Widens BAE Systems has staged a sharp rebound in ownership, rising to 36.7% of UK funds — its highest in over two years — with average weights also climbing. Yet positioning remains well below historical peaks, leaving UK managers -1.27% underweight versus the benchmark. As the dominant aerospace …
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338 GEM Equity Funds, AUM $450bn HDFC Bank Limited Record Ownership and Dominance Among EM Financials HDFC Bank has cemented its role as the dominant emerging market bank holding, with ownership at a record 71% of EM funds — the highest in our 17-year history. Broad-based inflows and strong conviction from Growth managers have reinforced its status, while the post-merger …
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335 Global Equity Funds, AUM $1.25tr Palantir Technologies Inc. Rotation Signals Momentum Shift Palantir has rapidly become one of the most widely held AI names among Global funds, with ownership nearly doubling in six months to 11.3%. Growth managers have driven the surge, though most positions remain small outside a few concentrated bets. Despite ranking fourth within its software and …
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333 Global Equity Funds, AUM $1.2tr Active Global Funds: Positioning Analysis, July 2025 Regional Trends The Magnificent 7: Active Global Fund Positioning Update Financials Exchanges: A Sector on the Rise Stock Analysis Alibaba Group Holding Ltd.: The Path to Redemption? Rheinmetall AG: Out of the Shadows Danaher Corporation: Reassessing the Investment Case Merck & Co., Inc.: Returning to the …
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339 emerging market Funds, AUM $444bn Active GEM Funds: Positioning Analysis, July 2025 Regional Trends South Korea: Rebounding as Underweight Narrows Reversal in Progress: Indonesian Financials Lose Their Shine Stock Analysis Alibaba Group Holdings: Back Towards the Highs Ambev SA: Establishing a Base AngloGold Ashanti Limited: Building on Momentum Zomato Ltd: Hitting a Plateau Turkcell Iletisim: Back on …
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