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Global equity funds see positive returns in 2017

Both long-term global equity investors and emerging markets investors saw positive results in 2017, however, complacency is a risk and investors should remember some of the enduring investment tenets which were recently highlighted by the market volatility of 2018, according to Morningstar’s Sector Wrap-Up Report.

The study, which looked at global, Asian and emerging markets equity funds, found that although exchange-traded products (ETPs) offered investors an easy way to gain various market exposures, investors should be aware of their listing mechanisms which had their own risks and that using them correctly was critical in order to benefit from what they offered.

The report also said there was no strong relationship between degree of concentration and alpha generation in global equities.

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Also, according to the report, sustainable equity offerings expanded substantially in recent years, resulting in a number of various methods being incorporated into the investment process.

At the same time, Morningstar added 11 new strategies to coverage which included:

  • Capital Group New World
  • Magellan Global Trust
  • Magellan High Conviction
  • Platinum International (Quoted Managed Hedge)
  • Platinum Capital Limited
  • Antipodes Global Investment Company
  • AXA IM Sustainable Equity
  • Pan-Tribal Global Equity Fund
  • Platinum Asia (Quoted Managed Hedge)
  • Nikko AM Global Share
  • State Street Global Equity

The Aberdeen International Equity strategy and Zurich Investments Global Thematic Share were downgraded from bronze to silver while iShares MSCI Japan ETF saw a drop from bronze to neutral.




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