comparemela.com

Gam Fund News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Cyclists test their mettle and a future generation gathers inspiration at the 12th Grand Fundo Ride in Cummington

IA Europe ex-UK beats out North America for highest number of top quartile performers over three years

Search Home / News / IA Europe ex-UK beats out North America for highest number of top quartile performers over three years IA Europe ex-UK beats out North America for highest number of top quartile performers over three years Global Mixed Bond, Japan, UK Smaller Companies and UK Equity Income did not have a single fund consistently achieve top quartile returns More Europe ex-UK funds achieved consistently top quartile returns than any other Investment Association sector in the three years to Q2 2021, according to analysis by BMO Gam, stealing the spotlight from IA North America which struggled amid the reflation trade. BMO Gam’s Fund Watch survey found that 1.9% or 20 of the 1,046 funds analysed from the 12 main Investment Association sectors consistently achieved top quartile returns over three years to the end of Q2 2021.

Only 1 8% of funds achieved top quartile returns over the last three years

Only 1.8% of funds achieved top quartile returns over the last three years ‘Astonishing’ 103 out of 1,085 funds in BMO Gam’s Fund Watch survey managed to deliver above median returns over the period The number of fund consistently achieving top quartile returns over three years has plunged below the historical average in Q1 2021 as stylistic skews toward value and growth and bifurcated markets have driven inconsistent performance. BMO Gam’s Fund Watch survey found that just 1.8% of the 1,085 funds analysed from the 12 main Investment Association sectors consistently achieved top quartile performance over the last three 12-month periods, compared to 3.2% in the previous quarter and below the historic average of between 2% and 4%.

© 2025 Vimarsana

vimarsana © 2020. All Rights Reserved.