At least 30% of large actively managed UCITs equity funds do not comply with European Union disclosure rules, according to investor rights campaign group Better Finance.
The research, which analysed 2,033 EU-domiciled funds with at least €50m assets under management and fees of over 0.65%, found 619 funds (30%) did not comply with KIID disclosure rules by failing to provide...
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Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...