XPS reveals best and worst performing fiduciary managers in 2019

Jonathan Stapleton
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Kerr: FM growth portfolios should have outperformed the average DGF in 2019
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Kerr: FM growth portfolios should have outperformed the average DGF in 2019

There was a 12 percentage point difference in the growth portfolio performance of the best and worst performing fiduciary managers in 2019 and over a third underperformed the average diversified growth fund, research from XPS Pensions Group reveals.

The consultant's second annual FM Watch survey - which assessed the growth portfolio performance of over 99% of the fiduciary management (FM) market - also revealed markedly different asset allocation...

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