Thames River's quarterly survey into 1,041 funds shows just 1.7% have been consistently first quartile over past three 12-month periods
Only 1.7% of funds surveyed in Thames River's latest Multi-Capital Quarterly Survey over the past three 12-month periods are top quartile. There are no IMA Europe ex UK, Global Bond, Global Emerging Markets, or £ Strategic Bond funds achieving this level of consistency, according to the survey. The Rob Burdett and Gary Potter survey researches 12 main sectors comprising 1,041 funds with a three-year track record. Lowering the hurdle rate to simply above median returns in each of the past three 12-month periods sees 147 of the 1,041 funds make the grade, which represents 14.1% of the s...
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