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 return distribution between 2% and 8%. By investment style, Yield and Value funds were well ahead of their Growth peers, whilst Market Cap Blend strategies were the highest performing market segment on 8.64% for the quarter.
For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com
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