Specialist equity funds top performers over five years

Russia and tech fund dominate

clock • 2 min read

Specialist equity vehicles have dominated the list of best performing funds over the past five years, according to FundCalibre's 2020 Fund Management Equity Index.

There were four Russian funds and three technology funds in the top ten, while the top performer was the Legg Mason IF Japan Equity fund, which returned 195.5% over the past five years. Research reveals 'boutique premium' within European asset management The 2020 Fund Management Equity Index is an annual survey that identifies the groups with the most consistent track record of outperformance in equity investing over five years. Morgan Stanley was named the best equity group for the third year running as it continued to see strong outperformance across its global and US funds, when...

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 Funds

Calastone launches tokenised distribution service for asset managers

Calastone launches tokenised distribution service for asset managers

Leveraging blockchain-based channels

Cristian Angeloni
clock 03 April 2025 • 1 min read
Investors pause on equity exodus while preparing for Trump's next moves

Investors pause on equity exodus while preparing for Trump's next moves

UK equity funds suffer

Linus Uhlig
clock 03 April 2025 • 3 min read
AllianceBernstein secures two SDR labels on deadline day

AllianceBernstein secures two SDR labels on deadline day

Focus labels dominating market

Cristian Angeloni
clock 02 April 2025 • 3 min read
Trustpilot