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Finance forum: Mutual funds 49 articles - 5.820 readings

Mutual funds are financial products that pool the savings of a large number of investors. They’re usually administered by asset management companies, such as capital management companies, or by individuals authorised to trade in the financial markets. The total capital is reinvested to guarantee a return for those subscribed to these mutual funds. The investments are made on the basis of certain risk profiles and specific diversification strategies.

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MoneyController

Equity mutual funds lose the challenge to S&P 500 index funds

Posted on 20.05.2024

Some data from the US indicate that a large proportion of active mutual funds are failing to keep up with the performance of ETFs indexed to the S&P 500. SPIVA's results (S&P Indexed Vs. Active) Active funds are finding it increasingly difficult to beat passive funds, the ETFs. In ‘La Stampa’, Glauco Maggi reported the data of the SPIVA (S&P Indexed Vs. Assets) analysis. The result is that in 2023 only 40 per cent of active US equity funds managed to beat funds inde ...

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37% of active funds do not reach ten years: what is the problem?

Posted on 08.05.2024

Some data show that fewer and fewer actively managed funds reach a ten-year lifespan: but why is this happening? Fewer and fewer active investment funds are reaching the ten-year mark Fewer and fewer funds are reaching the ten-year mark. This is shown by a study of the Boston Consulting Group also reported in the magazine ‘FONDS Professionell’. In 2010, the share of funds reaching ten years of age was 60 per cent, while in 2015 it dropped to 42 per cent and in 2023 to 37 per cent. ...

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Active funds: how can they outperform ETFs today?

Posted on 29.03.2024

Looking at some of the data (e.g. Morningstar fund inflows), it is clear that passive funds have become increasingly popular with investors in recent years. But what are the strengths of actively managed funds? Two advantages of ETFs: cost and transparency As Monika Calay, head of passive strategies research at Morningstar, explains in an interview with Sunniva Kolostyak on the same portal. Calay mentions cost as the first reason, as passive funds are known to replicate market indices and thus ...

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Inflows still on the rise for equity and bond funds, but outflows in money markets

Posted on 19.03.2024

Morningstar has published data on European fund inflows for February. The results show an overall increase of €19.4 billion. Bond fund results However, the inflow data, which Antje Schiffler writes about for Moringstar, is very mixed, both in terms of the asset class considered and the type of management (active or passive). In the case of the bond market, inflows amounted to just under €31 billion, with a clear preponderance for actively managed funds, which attracted just under &eu ...

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Liquid alternative funds (hedge funds light): what are they and how much do investors like them?

Posted on 23.02.2024

How do liquid alternative funds work? Is investor interest in them growing or waning? Liquid Alternative Investment Funds Liquid alternative investment funds (sometimes referred to as hedge fund light) are mutual funds, investment trusts or ETFs that invest (a) in alternative asset classes such as futures, real estate assets or leveraged loans and/or (b) in equities and bonds, but using strategies typical of alternative investments. Differences with hedge funds However, these funds differ fr ...

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When is it worth getting out of an investment fund?

Posted on 24.01.2024

Is there a point in time (and associated signs) when it makes sense to consider having your share in an investment fund liquidated ahead of time? Beware of impulsive decisions As Anna Bahney writes on 'CNN', quoting financial advisor and planner Eric Gabor, selling your share in a mutual fund should always be a planned transaction and never an impulsive decision caused by a market crash, for example. The temptation to exit a fund can also arise if the fund is consistently making losses ...

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The fund I invested in is making a loss: should I sell or keep the investment?

Posted on 02.01.2024

What should you do if the investment fund in which you hold shares is making a loss? Is it better to sell it or keep it? Is it better to sell or keep your shares in a fund that is making a loss? When you decide to invest in an investment fund, it is possible, and often likely, that you will experience periods of market volatility. These periods of volatility can mean losses for the fund. In The Telegraph, Tillit's head of fund selection and asset manager, Sheridan Admans, tries to answer a ...

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Funds: equity returns and bond success continues

Posted on 20.12.2023

Inflows into equity funds returned to growth in November, while inflows into bond funds continued their positive trend. Money market funds recorded the strongest inflows.   Investment fund flows in November November 2023 was not only a month of gains for the financial markets, but also for inflows into mutual funds. According to Morningstar, after outflows of more than €43 billion in October, November saw inflows of €13 billion. Equity fund inflows pick up again As Valerio Bas ...

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Investment funds: simple and diversified investing

Posted on 09.10.2023

Mutual funds are popular investment products that pool savings into diversified investment portfolios. But what does it mean and how do you invest in a mutual fund? Investment fund, shares in a basket of diversified assets Investment funds are useful financial instruments because they allow investors to do two things: a) diversify their portfolios and b) delegate the management of their funds to financial professionals (who must always be authorised). These investment instruments involve the a ...

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