98 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q3 2024 Summary Active Asia Ex-Japan managers faced challenges in the third quarter of 2024, with average fund returns at +7.6% lagging behind the iShares MSCI AC Asia Ex-Japan ETF by -1.41%. Over two-thirds of the funds in our analysis underperformed the ETF. Returns ranged from …
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337 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q3 2024 Summary A strong Q3 saw Global managers post average returns of 5.91%, beating the benchmark by 0.24% and with exactly 50% of active funds outperforming the SPDRs MSCI ACWI ETF. Returns ranged from a high of +14.76% to a low of -0.57%, with the core of the …
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352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q3 2024 Summary Active EM Funds delivered an average return of +6.85% in Q3, underperforming the iShares MSCI Emerging Markets ETF by 0.83%, with 38.8% of funds beating the index. Quarterly returns ranged from -2% to +15.6%, with most funds concentrated between 6% and 8%. …
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253 Active UK funds, AUM $183bn Active UK Funds: Positioning Insights, September 2024 Summary Consumer Discretionary: UK Funds Move to Record Overweights Multi-Line Insurance: Falling Investment Pushes Sector towards Record Lows Anglo American: Surpasses Rio Tinto as Ownership Hits New Highs Chart Pack Health Care Chart Pack Banks For more analysis, data or information on active investor positioning in your …
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333 Global active equity funds, AUM $1.1tr Global Funds: Positioning Insights, September 2024 Summary China & HKRecord Bearish Sentiment as Stimulus Measures Announced Health CareConviction at Record Highs MercadoLibreRising Star in Emerging Markets Data Pack Links China & HK Health Care For more analysis, data or information on active investor positioning in your market, please get in touch with me …
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98 Active Asia Ex-Japan funds, AUM $51bn Active Asia Ex-Japan Funds: Positioning Insights, September 2024 Summary China & HK All-Time Low Exposure as Stimulus Measures Announced Consumer Staples Sentiment Falls Amidst Switch to Underweight Hon Hai Precision Strong Rotation Signals Change in Sentiment Chart Pack China & HK Chart Pack Consumer Staples For more analysis, data or information on active …
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351 emerging market Funds, AUM $432bn Active GEM Funds: Positioning Insights, September 2024 Headlines Indonesia:Sentiment Weakens as Key Sectors and Stocks Lose Ground Consumer Discretionary:Key Holdings Strengthen Top Sector Overweight Steel:Falling Investment Pushes Sector towards Record Lows TSMC:Record Ownership Amid Growing Investor Caution Chart Pack Indonesia Chart Pack Discretionary Chart Pack Steel For more analysis, data or information on active …
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98 Active Asia Ex-Japan funds, AUM $189bn Active Asia Ex-Japan Funds: Positioning Insights, August 2024 Summary Vietnam: 2024 Rotation Drives Record Fund OwnershipVietnam has reached a new milestone, with over a third of Asia Ex-Japan funds now invested in the country. Average fund weights have hit a record high of 1.01%, led by a rotation into Financials and Technology stocks. …
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255 Active UK funds, AUM $189bn Active UK Funds: Positioning Insights, August 2024 Summary Health Care: Underweight Hits Record Highs UK fund managers are positioned at record underweights in the Health Care sector, as a growing number of funds move away from an overweight stance. AstraZeneca is the core driver of the sector-level underweight as ownership growth stalls, whilst GSK …
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351 emerging market Funds, AUM $424bn Active GEM Funds: Positioning Insights, August 2024 Summary Brazil: Exposure Among EM Funds Nears Record Lows Exposure to Brazil among Emerging Market equity funds has fallen to near-record lows, with Financials, Technology, and Materials leading the declines. Materials: Low Conviction Sector Goes Lower Both average fund weights and the percentage of funds invested in …
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