The ten most and least volatile global funds of last 12 months

Anna Fedorova
clock • 1 min read

Harwood Multi Manager has revealed the ten most and least volatile funds in the IMA Global Sector over the past 12 months, amid renewed investor interest in the sector.

Net retail sales in July totalled £226m, making it the third best-selling sector, according to the IMA. This figure is well above the monthly average over the previous 12 months, at just £47m, and close to the £291m that was attracted by the best-selling sector, Mixed Investments 20%-60% Shares. However, it is difficult for investors to choose the right funds to invest in, because the sector includes as many as 238 funds, all with very different investment styles and return profiles. For example, the bottom performing fund over the year to 30 August, SVM Global Opportunities Retail...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

M&G's Matcham: Concentration risk, consolidation and 'reframing' the active debate

M&G's Matcham: Concentration risk, consolidation and 'reframing' the active debate

Building on history of innovation

Katrina Lloyd
clock 26 February 2025 • 6 min read
Fund to Watch: A global focus on idiosyncratic opportunities

Fund to Watch: A global focus on idiosyncratic opportunities

Ahead of Investment Week's Funds to Watch conference, Capital Group's Alvaro Peró Gala, explores diversification, resilience and portfolio stability in 2025

Alvaro Peró Gala, Investment Director at Capital Group UK
clock 26 February 2025 • 6 min read
Stories of the week: UK wage growth, inflation and the Federal Reserve

Stories of the week: UK wage growth, inflation and the Federal Reserve

Unemployment, rate cuts, and portfolio management: The biggest stories from the world of investment and asset management this week

clock 21 February 2025 • 1 min read
Trustpilot