Over the past three years just two out of 1,237 funds in the IMA universe have delivered the perfect blend of top of the sector 3-year returns with bottom of the sector 3-year volatility, according to research from Thames River multi-manager heads Rob Burdett and Gary Potter.
The latest quarterly FundWatch report from the multi-managers reveals Jason Pidcock's £2.1bn Newton Asian Income fund, and the £74m Aberdeen Global Japanese Smaller Companies fund, run by the group's Japanese equities team, are the first funds to achieve the ‘perfect mix' since 2010. Over the past three years Pidcock's fund is top decile in the IMA Asia Pacific Excluding Japan sector, returning 92% to the end of June, with volatility measured at 4.04, compared to the 5.32 sector average, according to figures from Lipper. Meanwhile, the Aberdeen Global Japanese Smaller Companies fund h...
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