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Research Archive

“This is a time to be vigilant”: The need for short-term caution in the search for yield By Gary Jackson 22-Aug-2017 12:00 PM
Columbia Threadneedle Investments global head of fixed income Jim Cielinski believes the search for yield will run into the long term but argues that the outlook is more complicated over shorter time frames.

Passives jump to top of balanced portfolios during Q2’s “significant turnover” By Gary Jackson 21-Aug-2017 12:00 PM
The latest Harrington Cooper Proprietary Asset Allocation Tracker shows that two ETFs are now the most popular holdings in multi-manager funds and model portfolios amid a move to defensive assets.

The UK funds posting the best risk-adjusted returns since the financial crisis By Gary Jackson 16-Aug-2017 07:00 AM
While the average UK fund hasn’t done brilliantly from a risk-adjusted returns point of view over the past 10 years, FE Trustnet finds that some have performed far better than their peers.

The Asian equity funds topping the tables on (just about) every metric By Gary Jackson 15-Aug-2017 12:00 PM
FE Trustnet assesses the IA Asia Pacific Excluding Japan sector to discover which funds are in the upper deciles on a range of risk and return metrics.

William Lam adds new theme to top-performing Invesco Perpetual Asian fund By Gary Jackson 14-Aug-2017 06:00 PM
Companies with undervalued balance sheets have emerged as a theme in William Lam’s sector-topping portfolio.

UK funds lag rivals for risk-adjusted returns in the post-crisis decade By Gary Jackson 11-Aug-2017 11:30 AM
FE Trustnet finds out which areas of the market have handed investors the best risk-adjusted returns in the decade since the start of the financial crisis.

Six charts showing the decade after the financial crisis By Gary Jackson 08-Aug-2017 12:00 PM
It is 10 years since the start of the global financial crisis, so Schroders’ David Brett reviews what happened then and the events that followed.

The UK market is vulnerable to disappointment, warns Mark Barnett By Gary Jackson 07-Aug-2017 10:00 AM
FE Alpha Manager Mark Barnett says that not all is rosy in the UK stock market, despite the FTSE All Share hovering around record highs.

Pictet: Investors should change their approach if they want good returns from here By Gary Jackson 31-Jul-2017 12:00 PM
Strategists at Pictet Asset Management warn that investors need to widen their hunting grounds if they are to make attractive returns in the coming years.

Five IA UK All Companies funds topping the sector over all time frames By Gary Jackson 27-Jul-2017 01:00 PM
FE Trustnet finds out which funds from the UK growth sector have handed investors top-quartile returns over one, three, five and 10 years.

Fidelity’s Anand: What should investors do in a sideways market? By Gary Jackson 24-Jul-2017 12:00 PM
Experienced investor Paras Anand examines which strategies have paid off for investors when stock markets become range-bound.

Why you need to prepare for “the four most dangerous words in investment” By Gary Jackson 21-Jul-2017 10:00 AM
Skerritts’ Andy Merricks examines the argument that "it's different this time” and explains how he is positioning portfolios for the ‘new normal’.

Was it a good idea to back the top-performing global funds three years ago? By Gary Jackson 19-Jul-2017 11:30 AM
FE Trustnet reviews the IA Global funds that were top quartile between 2011 and 2013 to find out how they have fared since.

The UK smaller companies funds that have consistently beat the market over the long run By Gary Jackson 18-Jul-2017 11:30 AM
With the IA UK Smaller Companies sector being the most consistent long-term outperformer, FE Trustnet finds out which of its members have beaten the index most often.

The European equity funds topping the tables on (just about) every metric By Gary Jackson 13-Jul-2017 10:00 AM
With European equities being some of the strongest performers in global markets this year, FE Trustnet finds out which funds have the best track records on a range of return and risk measures.

The UK funds that have consistently beat the market over the long run By Gary Jackson 10-Jul-2017 07:00 AM
FE Trustnet examines the IA UK All Companies sector to find out which funds are rarely behind the FTSE All Share on a five-year view.

Three reasons why market volatility continues to remain low – but will they last? By Gary Jackson 07-Jul-2017 12:00 PM
There are good reasons why volatility is sitting at unusually low levels, according to Schroders’ chief economist Keith Wade, but there is a risk that markets could move into bubble territory.

The sectors where active funds outperformed for long-term investors… and those letting them down By Gary Jackson 05-Jul-2017 01:00 PM
Research by FE Trustnet shows that funds in one sector have beaten the index in the bulk of rolling five-year periods since the start of the millennium but this is not the case for all peer groups.

The charts showing what investors should have bought in Q2 2017 By Gary Jackson 04-Jul-2017 11:30 AM
FE Trustnet finds out what the second quarter of the year looked like for a variety of investment styles, geographical regions and fund sectors.

Should investors be worried about a repeat of 1997’s Asian financial crisis? By Gary Jackson 03-Jul-2017 01:00 PM
It’s 20 years since the start of the Asian financial crisis and some think that China’s growing debt mountain could lead to more challenging times in the future.

The cautious multi-asset funds topping the tables on (just about) every metric By Gary Jackson 27-Jun-2017 01:00 PM
FE Trustnet continues its in-depth review of funds’ risk and return profiles over the past five years, turning its attention to the IA Mixed Investment 20-60% Shares sector.

Equity investors “in a vulnerable position” as VIX stays low By Gary Jackson 26-Jun-2017 11:30 AM
The VIX index is trading well below historical averages but some strategists are concerned by investor complacency.

Marcus Brookes’ four capital preservation strategies for the top of the market By Gary Jackson 23-Jun-2017 01:00 PM
The Schroders’ multi-manager reveals four ways that he is attempting to protect capital amid growing market risks.

Marcus Brookes: Why now is time to start cutting back on risk By Gary Jackson 22-Jun-2017 11:30 AM
The fact that many markets are trading at record highs means investors should have an eye on capital preservation over growth, the Schroders multi-manager argues.

Record high for managers’ equity valuation fears: The charts you need to see By Gary Jackson 20-Jun-2017 07:00 AM
The latest Bank of America Merrill Lynch Global Fund Manager Survey found that a record number of fund managers now believe equities are overvalued.

Highly rated multi-asset funds for investors seeking monthly income By Gary Jackson 19-Jun-2017 01:00 PM
FE Trustnet goes in search of multi-asset funds that pay out monthly dividends and hold the highest FE Crown Ratings.

Nine in 10 emerging market funds already on double-digit gains for 2017 By Gary Jackson 14-Jun-2017 01:00 PM
With emerging market equities generating some of the best returns of the year to date, FE Trustnet finds out which funds are at the very top of the peer group.

The balanced multi-asset funds topping the tables on (just about) every metric By Gary Jackson 13-Jun-2017 11:30 AM
As we continue our in-depth review of multi-asset funds, FE Trustnet finds out how the IA Mixed Investment 40-85% Shares sector stacks up on a wide range of risk and return metrics.

Was it a good idea to back the top-performing UK funds three years ago? By Gary Jackson 12-Jun-2017 07:00 AM
FE Trustnet looks back at the funds that were at the top of the UK equity peer groups three years ago to see how they have performed since.

Four UK election results that could rattle your portfolio By Gary Jackson 08-Jun-2017 07:00 AM
With the UK going to the polls, deVere Group’s Tom Elliott explains how the various outcomes could affect financial markets.

The IA Flexible Investment funds topping the tables on (just about) every metric By Gary Jackson 07-Jun-2017 11:30 AM
As our series turns to multi-asset funds, FE Trustnet finds out which members of the IA Flexible Investment sector are outperforming their peers across several closely watched measures.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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