Active GEM Funds: Top-Down Country Insights

355 emerging market Funds, AUM $410bn Active GEM Funds: Top-Down Country Insights Summary In this Top-Down Country report, we analyse regional and country allocations among the 355 equity funds in our analysis. Highlights from the report: EMEA Momentum: EMEA is experiencing positive momentum across multiple countries, with record investments in the MENA region, strong momentum in Greece, Turkey reversing long-term …

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Active UK Small/Midcap Funds: Extreme Stocks

104 active UK Small/Midcap equity funds, AUM $37bn Active UK Small/Midcap Funds: Extreme Stocks Summary In this report, we identify seven 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: -Diversified Energy Company PLC-Team17 Group PLC-Rentokil Initial plc-St.James’s Place Plc-NCC …

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Active GEM Funds: Extreme Stocks

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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China Funds: Performance & Attribution Review, Q1 2024

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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UK Funds: Performance & Attribution Review, Q1 2024

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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Global Funds: Performance & Attribution Review, Q1 2024

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 …

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GEM Funds: Performance & Attribution Review, Q1 2024

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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Asia Ex-Japan: Performance & Attribution Review, Q1 2024

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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Asia Ex-Japan Funds: Stock Radar

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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MSCI China Funds: Stock Radar

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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