Abrdn High Income Opportunities Fundの2026年第1四半期の運用実績はマイナス0.39パーセントとなりました。地政学的な緊張による市場の課題に直面しつつも、ベンチマーク指数を上回る結果となりました。
同ファンドの機関投資家向けクラスの2026年3月末までの四半期における純リターンは、手数料控除後でマイナス0.39パーセントでした。これは、同期間に0.55パーセントの下落を記録したICE BofA US High Yield Constrained Indexと比較して良好な結果となっています。
The BNY Mellon Equity Income Fund achieved a 2.86% return in the fourth quarter of 2025, surpassing its S&P 500 benchmark by 0.20 percentage points. This performance came amid cooling inflation and resilient economic growth that bolstered investor confidence. Positive contributions from financials and technology sectors helped drive the results.
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The Nomura Global Bond Fund underperformed its benchmark during the first quarter of 2026 amid geopolitical tensions and energy market swings.
The Nationwide BNY Mellon Dynamic U.S. Core Fund achieved a 2.19% return in the fourth quarter of 2025, underperforming the S&P 500 Index's 2.66% gain. The fund maintained a target allocation of 90% equities, 10% bonds, and no cash during the period. Positive market factors included stronger-than-expected economic growth, interest rate reductions, and robust corporate earnings.
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Greenlight Capital's funds delivered a 6.5% return in the first quarter of 2026, net of fees and expenses, outperforming the S&P 500's decline of 4.4%. The hedge fund cited gains from gold, healthcare, shipping, and energy stocks amid uncertainty from the war in Iran. Managers emphasized capital preservation given limited downside priced into markets.