Our top-10 studies of the month
FE Trustnet looks back at its favourite quant-based and FE Analytics-heavy stories written in recent weeks.
By Joshua Ausden, News Editor, FE Trustnet
Friday August 17, 2012
From warnings over single-stock risk to hidden bargains in the investment trust universe, the FE Trustnet
research team has been in overdrive this month bringing our readers exclusive quant-based analysis of the fund management industry.
For those of you who have missed them, here are 10 of the best:
Trusts for a first-time investor
We look at a selection of top-performing investment trusts that come without the complications of high discount volatility, performance fees or heavy gearing.
Top fund groups for each asset class
analyst team put together a shortlist of the best fund houses in each asset class.
Global income diversification myth exposed
Many investors have opted for a global equity-income fund to diversify their UK-focused portfolios; however, our research suggests they
could be in for a shock.
Most successful funds of the financial crisis
Following the five-year anniversary of the start of the credit crunch, we look at which open-ended funds have coped the best.
Trusts that have beaten the financial crisis
In this study we did the same, but this time with closed-ended funds.
Top funds you’ve never heard of: Multi-asset
In the first of a brand new series, FE Trustnet
identifies top-performing portfolios that haven't received the recognition they perhaps deserve.
Star emerging market managers on a discount
This study revealed how an investor can get exposure to the likes of Angus Tulloch and Dr Mark Mobius at bargain prices.
Downside winners outperform rallying rivals
It is the more defensive, patient managers who protect against the downside that have outperformed in recent years, according to this FE Trustnet
Five expensive funds that are worth the extra cost
The focus on cutting costs is one of the industry's hottest topics, but FE reporter Thomas McMahon shows that sometimes you really do get what you pay for.
Dotcom crash erased from 10-year records
The long-term performance of funds, particularly those with a focus on tech, has markedly improved in recent weeks.