Some mid-cap managers are allocating nearly 40% of their funds to stocks outside the FTSE 250, leading to a dip in performance as the index rallied over the last six months.
Exposure to the index amongst the most popular mid-cap funds varies considerably depending on provider, and is not usually disclosed on the funds’ factsheets. While some fund managers have nearly the...
Effective from 1 January
Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.