Research shows eight in ten global funds struggle to beat the benchmark

Pedro Gonçalves
clock • 2 min read

As investors are increasingly allocating assets to global equity funds, new data from Numis reveals, many funds have struggled to keep up with their benchmark over the long term. Recent flow data for global funds from the firm shows that Global was the most popular regional equity category in the first ten months of 2020, with £4.5bn of net inflows. However, only 20% of global funds have managed to beat the FTSE World index over five years, according to Morningstar data. Furthermore, lo...

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