Risk Disclaimer
Please note that this is a marketing communication and does not constitute investment advice or a recommendation to buy or sell investments nor should it be regarded as investment research. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of its dissemination. Views are held at the time of preparation.
Past performance is not a guide to future performance. Stock market and currency movements mean the value of investments and the income from them can go down as well as up and you may not get back the original amount invested.
Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world. It is fact-based and uses performance analysis techniques which form part of our investment process. All data is from Lipper for Investment Association (IA) sectors and is calculated in total return terms in sterling for periods ending 30 September 2020.
Source: Lipper, 30-Jun-20 – 30-Sept-20, percentage growth, total return.
Here we conduct a review of the 12 major market sectors, filtering out only those funds that are consistently above average in each of the last three 12-month periods, and those which consistently top quartile. In the 12 main sectors researched, there are currently 1,090 funds with a 3-year track record.
Identifying the best and worst performers of all funds in the quarter across all 39 IA sectors.
Source: Lipper, 30-Jun-20 – 30-Sept-20, percentage growth, total return.
Risk Disclaimer
Please note that this is a marketing communication and does not constitute investment advice or a recommendation to buy or sell investments nor should it be regarded as investment research. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of its dissemination. Views are held at the time of preparation. Past performance is not a guide to future performance. Stock market and currency movements mean the value of investments and the income from them can go down as well as up and you may not get back the original amount invested.
Identifying the best and worst performers in the quarter across all 39 IA sectors.
Source: Lipper, 30-Jun-20 – 30-Sept-20, percentage growth, total return.
Q3 2020 proved to be a bit of a rollercoaster for Sterling against all but the Euro with the end result being less dramatic than the moves intra period. From here inevitable Brexit shenanigans into the closing months of the year are likely to create a reasonable amount of volatility for the pound.
Source: Lipper, 30-Jun-20 – 30-Sept-20, percentage growth, total return.
Can you have your cake and eat it? Here we search for funds with good risk characteristics and establish which offer the holy grail of low risk and high returns. For this purpose, a longer time period is required, so we look back over three years to the end of the quarter.
To sum things up, we believe the performance numbers are – as always – well worth crunching to find trends, provide ideas, layer knowledge on how each fund performs and to generally provoke thought. Of course, the analysis must be taken in context, and the qualitative work must be done to allow for fully informed judgments. We hope you found this review interesting, and if you have any questions, please contact us.
