fund performance

Fund managers should consider splitting funds when they reach a critical size, as Fidelity famously did back in the noughties, according to a study conducted by the Pensions Institute at Cass Business School.

Sarasin has scrapped the performance fee and reduced the annual management charges on its AgriSar fund as it prepares to rename the vehicle.

Data provider FE is to launch five new multi-asset sectors later this month based on risk ratings to help users compare funds in an increasingly complex space.

A number of global emerging market fund managers have been cutting exposure to the defensive consumer staples sector, as fund buyers warn their positioning has damaged performance.

Rayner Spencer Mills' research directors Ken Rayner and Graham O'Neill have picked a selection of funds from the IMA sector universe which have seen a recent rebound in performance.

The start of 2013 has brought some new year cheer to equity investors, with the FTSE 100 set to record its best January for decades as stock markets around the globe continue to rise.

Morningstar has revealed how it intends to present past fund performance post-RDR, following the introduction of new ‘clean' share classes.

Bestinvest's list of 'dog funds' highlights funds that have underperformed their benchmark by 10% or more cumulatively over the last three years.

There has been a 187% increase in the amount of money sitting in underperforming dog funds this year to £26.5bn, Bestinvest's latest "Spot the dog" list has revealed.

Kames Capital is to waive the performance fee on its £65m UK Equity Absolute Return fund for the rest of the year, and will cut it in half from 2013 onwards.