Consistent outperformance is rare among UK retail funds, with only a handful remaining in the top quartile over five- and ten-year periods, research by Scottish Widows Investment Partnership (SWIP) has found.
The research was carried out by the company's multi-manager team, led by Mark Harries (pictured). It evaluated funds within six different sectors over five- and ten-year periods. Funds that did not exist for the entire duration of the evaluated periods were omitted from the research. The research found although consistency of performance was rare across all sectors, strategic bond funds were the least consistent, with no funds remaining in the first or second quartile every year for the five- and ten-year periods. However, the size of the Strategic Bond sector over five and ten years wa...
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