Les fonds d'allocation multi-actifs ont généré des rendements compris entre 3,3 % et 24,6 % l'année dernière. Les investisseurs ont augmenté leurs allocations dans ces produits dans un contexte de marché difficile.
La volatilité des marchés a rendu l'allocation d'actifs complexe pour de nombreux investisseurs. Les fonds les plus performants ont tiré parti de leurs positions sur l'or et l'argent au cours de cette période.
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Digital asset investment products recorded $1.47 billion in outflows last week. Bitcoin funds drove most of the redemptions amid higher interest rate expectations.
Several international mutual funds have delivered gains exceeding 40 percent over three years.
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A total of 11 equity mutual funds delivered returns exceeding 25 percent over the past three months, according to data covering 302 funds in the period.
The Financial Regulatory Authority released its first quarterly report showing strong growth in Egypt's investment funds sector during the first three months of 2026.
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The Fidelity Small Cap Index Fund posted a 0.91% return for the first quarter of 2026, in line with its benchmark. The performance matched the Russell 2000 Index advance of 0.89%. Securities lending income helped results during the period.
The AMG Boston Common Global Impact Fund returned -0.80% in the first quarter of 2026. This performance exceeded the MSCI ACWI Index benchmark, which fell 3.20% over the same period.
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Several prominent Indian investors experienced notable portfolio losses during the first quarter amid a sharp market downturn. Hemendra Kothari and Mukul Agrawal saw declines exceeding 25 percent. Madhusudan Kela's holdings dropped by 21 percent.