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First half fund flows into fixed income vehicles demonstrate investor expectations about interest rates, analysts say
Certain market segments can be neglected by mainstream indices
Active fund performance has been patchy, yet some hope the tide has turned, or point to the funds’ specialist edge
Even deliberately diffuse funds can still be caught by overexposure to once-fashionable companies
Product launches are becoming more esoteric but inflows have slowed for many special categories
Investors’ Chronicle screened for smaller funds with high levels of risk-adjusted outperformance
An analysis of the offerings the funds provide show how important it is to look beyond the name
It is important to keep an eye, and a lid, on position sizes
An expert panel from Investors’ Chronicle point to funds with an appealing long-term theme
But first quarter data show strong performance for cyber security, gold and broader commodity funds
An L&G fund ended the first quarter flat while a similar-sounding iShares fund was down 8%
The funds are so easy to trade they are frequently used to establish positions in response to events
The sector has often been under-represented in ETFs with a focus on income
Shortcomings of focused funds are often exposed in adverse market conditions
Three of the top 10 ETFs by net flows in second quarter were value funds
Risks and rewards could be higher with some trusts targeting unlisted early and growth stage companies
Investors’ Chronicle convenes a panel once a year to discuss ETFs that could prove promising
As the market shifts, investors should be asking if their funds are still serving their purpose
Investors outside the US will have found it hard to buy into the hype, but there are alternatives
A basket of stocks investing in a particular theme could help provide diversification
Some of the biggest corporate bond funds traded at large discounts to net asset value
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