Bringing you live news and features since 2006 

Wellian Investment Solutions reveals best and worst performing funds of 2015

RELATED TOPICS​

Wellian Investment Solutions has revealed the disparity in overall returns between the best and worst performing funds in the UK All Companies sector this year, with the best fund delivering a 24.62 per cent return and the worst falling by 14.65 per cent on a year to date basis.

Wellian’s research indicates that in comparison, over the same period, the FTSE 100 and All Share are down by 3.8 per cent and 1.47 per cent respectively. However, it has also shown that 75 per cent of funds within the IA UK All Companies sector have outperformed the All Share and 90 per cent have outperformed the FTSE 100.
 
Chief Investment Officer of Wellian Investment Solutions; Richard Philbin says: “Even though the FTSE 100 and FTSE All Share are in negative territory for the year, relatively few funds within the UK All Companies sector are suffering the same fate. For example, due to the constituent components within the FTSE 100, the index has been particularly badly hit by the oil price slide over the past few months.
 
“Having a solid understanding of exactly what you are investing in will always pay dividends; especially in a market that is likely to be particularly unforgiving over the next twelve months. We are likely to be working within a more ‘alpha’ rather than ‘beta’ market in 2016, which means we need to place even more emphasis on being highly selective of the funds we invest in within particular asset classes. As we have seen with the oil crisis, it is not enough to attempt to diversify a portfolio only using different types of assets; rather we need to ‘cherry pick’ individual managers and funds on an ongoing basis to suit the changing needs of our individual portfolios.”

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by