Fund Performance

Investment Week announces free access to Key Fund Performance Data

Investment Week has announced free access to download key fund performance data across sectors. All you need to do is register with your email address to access their site for free. https://www.investmentweek.co.uk/analysis/4049079/download-key-fund-performance-sectors-april-2022 Those who invest in Funds and Investment Trusts will find this easy to use free service of interest. It is not 100% comprehensive but appears to be quite useful. It did not take us long to look up the following data, which shows how much better the US shares have performed ...

Do Active Funds Underperform? But Costs are the Real Problem

On the 24 October the Financial Times FTfm supplement led with a front page article that was headlined "99% of Active US equity funds underperform". It also had a sub heading of "Almost all UK, global and EM funds have failed to outperform since 2006". So I sent a letter to the Editor which said the following, much of which they have published today (31/10/2016) plus letters from other writers making the same point. This is what my letter said: "Your headline in ...
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