Fund Management Equity Index 2019
Each year, we conduct research to identify the asset management companies that have the most...
FundCalibre’s Fund Management Equity Index helps investors to find those fund houses that are consistently strong stock-pickers and able to repeat their excellence in equity fund management.
River and Mercantile, one of last year’s biggest gainers, continued its rapid climb upwards, leap-frogging four other companies into the top spot of FundCalibre’s Fund Management Equity Index 2017. Its average fund outperformed its peers by 51.3% over the five years to 31 December 2016*.
Nine out of last year’s top ten groups maintained their high standards of consistency and retain their Elite Provider status this year.
Particularly impressive is the performance of a number of larger groups: 11 out of the top 20 companies have 10 or more funds. Schroders, for example, has 43 qualifying equity funds, 88% of which have outperformed their peers over five years.
This year, we have included specialist equity funds such as those investing in single country or single sectors. This means that the results of the top performers are even stronger, and a number of newcomers have entered the table.
|Rank 2017||Rank 2016||Fund Group||5 yr ave. outperformance||% of funds outperforming||No. of funds|
|1||5||River and Mercantile||51.33%||100%||5|
|5||3||Old Mutual Global Investors||25.41%||67%||24|
|9||4||T. Rowe Price||21.25%||83%||12|