Number of funds delivering three-year top quartile returns sinks to record low in Q3

Third quarter in a row

Valeria Martinez
clock • 2 min read

The total number of funds consistently delivering top quartile returns over three years has hit a record low for the third quarter in a row, the latest Columbia Threadneedle Investments Multi-Manager FundWatch survey has revealed.

In the midst of continued market volatility, rising interest rates and inflation, as well as geopolitical noise, only three (0.25%) out of the 1174 funds achieved top quartile returns over three years to the end of Q3 2022. This is the lowest proportion of funds recorded since the survey began in 2008 and follows the previous record lows set in Q1 2022 with five funds (0.45%) and four funds (0.35%) in Q2 2022, which consistently achieved top quartile returns. Three funds from various IA sectors, Waverton Global Strategic Bond (IA Mixed Bond), Wellington Climate Strategy (IA Global Equ...

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