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News & Research

PIMCO

Is the Sharpe ratio still fit for purpose in the 2020s?

Emmy Hawker
09 September 2026
Rising rates and market volatility have made a Sharpe ratio of 1 hard to hit.

Fidelity's Sam Morse to retire in October 2027

Gary Jackson
08 September 2026
Fidelity International is expanding its European equities team a year ahead of Sam Morse's retirement to allow a longer handover.

The MPS providers with the most top-rated model portfolios

Gary Jackson
08 September 2026
Trustnet reveals which firms have the biggest proportion of their MPS line-up holding five FE fundinfo Crowns.

Should you buy, hold or fold JPMorgan Global Growth & Income trust?

Matteo Anelli
07 September 2026
With lead manager Helge Skibeli retiring in 2028, analysts weigh in on whether the £3.3bn trust's team-based process is reason enough to stay put.

WealthSelect trims passive US exposure and leans into value stocks

07 September 2026

Jupiter poaches Liontrust small-cap team as Service and Cable depart

07 September 2026

The global funds where it paid to take more risk

07 September 2026

Performance Tables

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.