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News & Research

PIMCO

The most consistent IA North America funds of the decade

Patrick Sanders
29 January 2025
No active funds beat the market in each of the past 10 calendar years.

Should you buy, hold or fold Fundsmith Equity?

Patrick Sanders
27 January 2025
After a fourth year of consecutive underperformance, fund pickers give their opinion on Terry Smith’s flagship fund.

AJ Bell model portfolios increase allocations to traditional bonds and equities

Patrick Sanders
22 January 2025
The investment platform has moved away from alternatives in its latest Strategic Asset Allocation report.

The most consistent global equity income funds of the decade

Patrick Sanders
22 January 2025
No global equity income fund beat the market in 10, nine or eight calendar years.

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.