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Home / News / Blue Whale Growth draws comparisons to Fundsmith Equity as it bags top rating in FE rebalance
Blue Whale Growth draws comparisons to Fundsmith Equity as it bags top rating in FE rebalance
Liontrust and Baillie Gifford dominate highest-rated funds in January rebalance, while ESG funds shine
The Peter Hargreaves-backed Blue Whale Growth fund has been awarded the highest rating in FE Fundinfo’s latest quarterly rebalance, which also saw Baillie Gifford rocketing back up the charts.
The Blue Whale Growth fund, managed by Stephen Yiu (pictured), received a five-crown rating from the research and data analytics provider straight out of the gate, along with 15 other funds that were eligible for inclusion in the January rebalance for the first time.
Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points
Unloved targeted absolute return sector suffers £12bn outflows in 2020 Varied and poor performance slammed
2020 was the third consecutive year the market area has missed the mark and lost money
Funds in the Investment Association s Targeted Absolute Return (TAR) sector failed to keep their promise once more in 2020 following markedly varied and poor returns throughout the course of the year, according to some investment professionals, who warned the market area will likely suffer prolonged outflows over the medium-to-long term.
Others, however, have suggested that the market area has performed broadly in line with other IA sectors over the past 12 months, and that there is still a case to be made for holding some of these.