Equity allocation marks out the winners

Balanced Managed sector is topped by funds that held higher exposure to equities over the past three years

Click here to download raw data Clear winners in the Balanced Managed sector over the past three years are those funds that held higher exposure to equities and so benefited from the bull market over the period. Click here to download pdf That said, asset allocation between various geographic regions also had an important role to play. Over the three years to the end of March, the 89 funds in the peer group delivered an average cumulative return of 74.51%, bid to bid. The leader of the pack was CF Miton Special Situations, a fund of funds managed by Martin Gray and Tom McGrath. The v...