From the category archives: Sector reports

A Spotlight On: UK Smaller Companies

A Spotlight On: UK Smaller Companies

At the end of June 2019, the IA UK Smaller Companies sector comprised of 52 funds with a combined level of assets totalling over £16bn. To meet the IA's sector requirements, funds must invest at least 80% of their assets in the bottom 10% of the UK equity market, by market capitalisation. Owing to the very nature of investing in smaller sized UK companies, funds within the sector tend to have a larger bias to domestic earnings and therefore the UK economy, versus those residing in the IA UK All Companies sector.

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A Spotlight On: Property

A Spotlight On: Property

According to the Investment Association's (IA) latest data, the UK Direct Property sector has assets under management of £18.4 billion as at March 2019. The sector is home to those funds that invest predominantly in real estate located in the UK and to qualify, at least 70% of a fund must be invested in the asset class over rolling 5-year periods. The sector itself was launched in September 2018 to help improve the comparability of direct property funds.

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A Spotlight On: Emerging Market Debt

A Spotlight On: Emerging Market Debt

The funds in this sector may invest in the debt of emerging market governments and corporates issued in both hard (developed market) currencies, and local (domestic market) currencies. The yield on these bonds tends to offer a significant premium to the yields available on equivalent debt issued in developed markets, although it brings with it commensurate risks.

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A Spotlight On: Global Equity Income

A Spotlight On: Global Equity Income

The IA Global Equity Income sector comprised of 56 funds with combined assets in excess of £19bn. To meet the IA's sector requirements, funds must achieve a yield premium to that of the MSCI World index and allocate at least 80% of their assets to global equities.

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A Spotlight On: Sterling Strategic Bond

A Spotlight On: Sterling Strategic Bond

The IA Sterling Strategic Bond sector could most simply be characterised as a flexible bond sector in which investors outsource their fixed income allocations to fixed income experts who then asset allocate between corporate and government bonds.

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Money Market Funds: Why we Hold Them

Money Market Funds: Why we Hold Them

Money market funds have been accessible to investors since 1971 and are structured to replicate the traditional investment features of cash deposits, i.e. to be highly liquid and generate returns equivalent to or potentially greater than those of deposits whilst taking on a similar degree of risk.  Given all time highs in equity markets and near record low yields in bond markets, many investors are understandably cautious on the upcoming prospects for global markets and this is driving significant cash balances in many client portfolios. 

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A Spotlight On: UK Smaller Companies

At the end of June 2019, the IA UK Smaller Companies sector comprised of 52 funds with a combined level of assets totalling over £16bn. To meet the IA...

Q3 2019 Market Update

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