fund performance

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.

Investors should wait six months before buying a newly-launched fund, and then only if it has already posted strong performance, according to analysis carried out by Dennehy Weller & Co.

Stephen Peters, investment trust analyst at Charles Stanley, says unjustifiably arrogant trusts are not helping the wider sector ‘survive and thrive' in the face of increasing competition.

Vanguard's Jeffrey Molitor on why the zero sum game theory is difficult for managers to overcome

Baptism of fire sees UBS Global Allocation manager Andreas Koester deliver top-quartile returns through sharp market correction

Martin Currie manager is seeking out 20%-25% on a reasonable investment horizon on his Global Energy vehicle one year on from its launch

Only four investment funds that achieved S&P AAA status in 1995remain AAA-rated today. How did they achieve this feat?