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Sharing Alpha's latest rating tables

Published by : Sharing Alpha

Sharing Alpha offers their latest monthly update comparing the performance of funds and their fund managers. Download now to make the most out of this unique and powerful data.

Published: 06 March 2018

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

The case for MyFolio seven years on

Published by : Standard Life Investments

For financial advisers facing the increasing burden of regulatory changes, a fund-of-funds investment solution can sometimes be the best option for managing clients’ investment portfolios. Launched in September 2010, the Standard Life Investments MyFolio range has been a popular solution for

Published: 10 November 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

A better way to identify winning funds

Published by : Sharing Alpha

The idea of using crowd sourcing in order to improve service and product ratings has become main stream. More recently this idea has entered the financial world with companies using crowds and their knowledge in order to offer improved financial services and market predictions. Can this approach

Published: 10 November 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Exclusive – SharingAlpha’s revolutionary suggestion to the Investment Consultancy Market Investigation

Published by : Sharing Alpha

All fund selectors and investment advisors claim that they have a way of helping investors either with selecting winning funds or with deciding on the best mix between them, however, most of them are not able to prove that it’s worthwhile listening to them. SharingAlpha allows these market

Published: 10 November 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Alastair Gunn and Rhys Petheram: Approach to risk and why diversification is of key importance

Published by : Jupiter

Alastair Gunn and Rhys Petheram, co-managers of the Jupiter Distribution Fund Range, discuss their approach to managing risk within the portfolios and why they believe diversification is of key importance.

Published: 18 October 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Russell Investments Unconstrained Bond Fund: Seeking positive returns in a low interest rate environment

Published by : Russell Investments

The Fund aims to achieve an annual return of LIBOR +3% with volatility of 6% over a three-year timescale, by investing in a broad range of active strategies across all fixed income sectors, as well as currency and volatility management. The Fund may also invest in other asset classes to achieve its

Published: 10 July 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

The ‘information advantage’ that is helping to drive Allianz Global Insight fund’s outperformance

Published by : Allianz Global Investors GmbH

Steven Berexa, global CIO equities at Allianz Global Investors and lead manager on the Allianz Global Equity Insights fund, explains how numerous 'layers' of research and original analysis is used to identify key mispriced stocks for inclusion in his portfolio and deliver long-term outperformance.

Published: 13 June 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Diversified Monthly Income Fund

Published by : Kames Capital

The Kames Diversified Monthly Income Fund aims to provide an attractive multi-asset solution for investors seeking a stable level of income with the potential for capital growth. Nick Edwardson, Multi-Asset Investment Specialist, explains.

Published: 10 April 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Discover better ETFs

Published by : Lyxor

Since 2001, the European market grow from two issuers of ETFs to nearly 50, from a handful of funds to more than 1500. All of this means more choice for investors, so how do you know which way to turn? This ETF guide will help define those which perform best, and trade efficiently.

Published: 14 March 2017

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

Dynamic real return reaches three-year milestone

Published by : Columbia Threadneedle Investments

At the end of June CTI celebrated their three year anniversary of our Dynamic Real Return Fund, which aims to deliver, an inflation-plus return (equivalent to the Consumer Price Index plus 4%) over the medium term, with up to two-thirds the volatility of global equities. The Fund has outperformed

Published: 21 July 2016

Business Area: Equities

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful