Moneyspider in the News
02/08/2007
Study finds boutique funds are global outperformers
Professional Pensions
Boutique funds are outperforming larger fund management houses within the global growth sector, research shows.
Research by investment data analyst Moneyspider.com reveals global growth has been dominated by Neptune Global Equity for the past five years with profits of £8701 on a £5000 investment, while Rathbone Global Opportunities delivered 120pc growth since 2002 with profits reaching £6086 on the same stake.
Managing director Bill Ross believes global growth funds offer a logical alternative to UK funds with the sector set to continue growing. He said it was the most popular product category for worldwide pension fund manager searches in 2006, and accounted for 31pc of the total $92.3bn (£44.8bn) assets held in global stock markets.
Ross said: "This dramatic imbalance in returns shows the importance of not automatically putting your trust the big name fund management houses. Small houses such as Rathbone and Neptune can seriously reward investors who are prepared to consider unfamiliar or even unknown names."
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