Flows vs. performance
Clever marketing and a good long-term track record can often convince investors to put back certain funds, while, equally important, changes in portfolio management, wider market movements and poor performance can cause assets in a fund to drop as investors consider their options. But, how much does long-term performance influence short-term flows?
In this series, Citywire Selector examines the link between the three-year performance of a fund against its Citywire-assigned benchmark and compares it with the amount of money it attracted between January 2017 and the end of June 2017.
Using Citywire data, this gallery highlights which funds at Fidelity International saw the biggest inflows and outflows in the first half of this year. Keep reading to find out if a fund’s popularity mirrors its performance.
Note: Flows figures based on Citywire data to the end of June 2017. Performance based on Lipper data compared to a Citywire-assigned benchmark over the three-year period covering August 2014-August 2017.