Global Funds
360 Active Global Equity Strategies
Combined AUM $920bn
Our Global fund universe comprises 360 of the largest Global active mutual funds by AUM. Our process involves the capture, authentication and cleansing of each funds’ most recently published portfolio filings, with history going back to 2011.
We offer original, thought provoking research on active fund positioning across our group of highly influential Global equity strategies. For each fund that resides in our research, we produce bespoke reports detailing how positioning, performance and fund characteristics stand out from competitors in the active Global equity space.
subscriptions
Sample Our Global Research
Our Global fund research is offered on a subscription basis and comprises 2 separate offerings - Market Insights and Fund Intelligence. Please use the form opposite to request a sample peer group analysis report, information on pricing and the latest piece on active fund positioning in the Global equity market
research
Global Fund Positioning: Latest Insights
China: Darkest before the Dawn?
- Sentiment among Global Equity funds plunges to new depths.
Riding High: The Magnificent 7 Surge in Global Equity Funds
- Magnificent 7 surge to record high allocations among active Global equity funds this year
Global Stock Radar
- We highlight 8 stocks at the extreme ends of their own positioning ranges whilst also seeing significant changes in fund ownership.
Consensus Overweight in UK Stocks
- A record 70.4% of Global Funds are now positioned overweight the UK.