October was a good month with solid returns across all strategy vehicles, with the ETFs being the MVPs once more.
ETFs are consistently on the winning side, making it a lucrative investment for Investors. It’s not a coincidence that Asset Managers are moving money to passive funds more and more. ETF assets rose to a record $4 trillion, and the markets seem to think that this is only the beginning.
The big losers are once more the Fund of Funds; It looks like the model is not working as planned, as the managers find it increasingly more difficult to source good funds and tackle the (double) fees scheme.
Congratulations to all nevertheless – If you need help market your funds, you know where to find us!
Long Only Funds
| Rank | Company | Fund Name | October ’19 | YTD | 3 Years | CAGR | AUM (Million $) |
|---|
(Criteria used: Track Record > 1 Year, Currency: $US dollar)
ETF Funds
| Rank | Company | Fund Name | October ’19 | YTD | 3 Years | CAGR | AUM (Million $) |
|---|
(Criteria used: Track Record > 1 Year, Currency: $US dollar)
UCITS Funds
| Rank | Company | Fund Name | October ’19 | YTD | 3 Years | CAGR | AUM (Million $) |
|---|
(Criteria used: Track Record > 1 Year, Currency: $US dollar)
Fund of Funds
| Rank | Company | Fund Name | October ’19 | YTD | 3 Years | CAGR | AUM (Million $) |
|---|
(Criteria used: Track Record > 1 Year, Currency: $US dollar)
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Happy screening!
The Edgefolio team
Access the in-depth analysis to view additional measures for this fund group, including relative measures, historical absolute returns, risk and reward analysis and more. You can analyse each of the funds in this group and customise your own fund comparisons on Edgefolio.com. To find out more, contact us for a demo. Sign up to our newsletter for further updates like this from our blog.
Disclaimer
Data provided by Morningstar. Care has been taken to ensure that the information is correct, but Edgefolio 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.