Only 2% of funds consistently achieve top quartile returns over three years

CTI FundWatch survey

clock • 2 min read

Just 2% funds achieved consistently top quartile returns over three years to the end of Q2 2023, according to Columbia Threadneedle Investments’ FundWatch survey.

In total, just 27 of 1,286 funds made top level returns, although this figure was an improvement on last year, which saw only four funds (0.35%) achieve the same.  This result puts the number of funds generating top quartile returns over three years within the historical average range recorded by the survey for the first time since Q4 2021. UK M&A activity falls in H1 as volume of deals slumps The IA UK Smaller Companies sector had the most consistently performing funds for the second quarter in a row, with one in ten funds achieving top quartile returns over three years, followed ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Schroders Greencoat launches renewables and energy transition LTAF

Schroders Greencoat launches renewables and energy transition LTAF

Second LTAF from Schroders Capital

Cristian Angeloni
clock 07 February 2024 • 2 min read
Mark Carney's Brookfield AM raises $10bn for global net zero transition fund

Mark Carney's Brookfield AM raises $10bn for global net zero transition fund

Second iteration of the strategy

clock 06 February 2024 • 2 min read
Royal London AM closes Global Equity Select fund to new investors

Royal London AM closes Global Equity Select fund to new investors

22.9% performance gain

clock 05 February 2024 • 1 min read
Trustpilot