Active Global Funds: Top-Down Country Insights

333 Global funds, AUM $1.1tr Active Global funds: Top-Down Country Insights   Summary Americas Dominance: The United States remains the top allocation and largest country underweight.  Value funds increase underweight in the USA but Growth funds reduce.  Argentina rises at Brazil’s expense, with MercadoLibre gaining popularity. EMEA Conviction Overweight: The UK, France, and the Netherlands maintain near-record overweights. France sees …

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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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Semiconductors: Winners Emerge as Allocations Hit Record Highs

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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Global Positioning Insights, February 2024

340 Global Equity Funds, AUM $1tr Global Positioning Insights, February 2024 • LATAM Momentum: MercadoLibre leads regional allocations higher. • Consumer Staples: Allocations fall to lowest levels on record, but optimism remains. • China: Darkest before the Dawn? Sentiment plunges to new depths. • Salesforce Hits New Highs: Strong rotation drives Salesforce up the Tech rankings. • The latest stock …

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Global Active Fund Performance & Attribution Review, 2023

342 Global Equity Funds, AUM $1.1bn Global Active Fund Performance & Attribution Review, 2023 Active Global funds posted strong returns of 19.1% in 2023, but few surpassed the benchmark MSCI ACWI benchmark. Value and Yield funds severely dragged on fund returns, underperforming the top Growth funds by a significant margin. Returns driven by the Magnificent 7 group of stocks, but …

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Magnificent 7 Deep Dive

342 Global Equity Funds, AUM $990bn Riding High: The Magnificent 7 Surge in Global Equity Funds • The Magnificent 7, comprising Microsoft, Apple, Alphabet, Amazon, Meta, NVIDIA and Tesla have hit record high allocations among active Global equity funds this year. • Thought of as a standalone allocation, they represent the 2nd largest country weight, but also stand as a …

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Global Fund Positioning Analysis, November 2023

344 Global Equity Funds, AUM $905bn Global Fund Positioning Analysis, November 2023 Taiwan: Underowned Yet Gaining on Peers ServiceNow.Inc: Global Funds Ramp Up Exposure Global Funds Stock Radar   344 Global Equity Funds, AUM $905bn Taiwan: Underowned Yet Gaining on Peers • The percentage of Global funds invested in Taiwan hits an all-time high of 57.8%. • Taiwan has been …

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Global Fund Positioning Analysis, September 2023

349 Global Equity Funds, AUM $999bn Global Fund Positioning Analysis, September 2023 In this issue: Global Equity Managers Trim EM Underweight, but Remain Bearish Global Funds Country/Sector Radar Global Managers Lead a Bullish Charge on Linde plc   349 Global Equity Funds, AUM $999bn Global Equity Managers Trim EM Underweight, but Remain Bearish • The heavy decline in EM allocations …

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Global Fund Positioning Analysis, July 2023

349 Global Equity Funds, AUM $988bn Global Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution H1 Top Down Positioning Update NVIDIA: New Highs 349 Global Equity Funds, AUM $988bn H1 Performance & Attribution The latest stats on performance and the drivers of performance for H1 2023. H1 Performance Summary Active Global funds returned a healthy 12.13% …

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Global Fund Positioning Analysis, June 2023

350 Global Equity Funds, AUM $940bn Global Fund Positioning Analysis, June 2023 Japan: Early Signs of Potential Re-Weight US Technology: Max Weight, Max Underweight Global Funds Stock Radar   350 Global Equity Funds, AUM $940bn Japan: Early Signs of a Potential Re-Weight Global active funds make tentative moves back in to Japanese equities after a 5-year decline.   Time-Series and …

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    Terms and Conditions

    Investor Positioning Report — Copley Fund Research Ltd  ·  Last updated: July 2026  ·  Registered in England and Wales

    1. Who we are

    Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.

    2. What you are purchasing

    The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.

    3. Delivery and process

    Following payment or invoice issuance, Copley Fund Research will contact you within one working day to agree your competitor set. Production begins once the competitor set is confirmed in writing. The completed report will be released to you within 48 hours of production starting, provided payment has been received in full; where payment is outstanding, the report will be withheld until payment clears. If the requested company falls outside our covered fund universes, or a competitor set cannot be agreed, Copley Fund Research will issue a full refund or cancel the outstanding invoice.

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    If a delivered report contains a material error caused by Copley Fund Research — for example, an incorrect company analysed, a competitor omitted from the agreed set, or content missing from the specification in clause 2 — Copley Fund Research will correct and redeliver the report at no additional charge, within a reasonable timeframe. This is your sole remedy for such errors.

    6. Data and accuracy

    All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the underlying data — though this does not affect the quality remedy in clause 5a for errors in how that data was analysed or presented. Past fund positioning is not indicative of future fund behaviour or investment decisions.

    7. Not investment advice

    The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.

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