Research shows eight in ten global funds struggle to beat the benchmark

Most global funds lagging over 5 years

Pedro Gonçalves
Global funds have proved popular with investors thanks to their success over the years

Global funds have proved popular with investors thanks to their success over the years

As investors are increasingly allocating assets to global equity funds, new data from Numis reveals, many funds have struggled to keep up with their benchmark over the long term.

Recent flow data for global funds from the firm shows that Global was the most popular regional equity category in the first ten months of 2020, with £4.5bn of net inflows. However, only 20% of global...

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