EU Equity Retail Funds: Correlation Between Cost and Performances
Better Finance #FundResearch Reports, 2019
84 Pages Posted: 28 Jun 2019
Date Written: June 20, 2019
This research paper is part of BETTER FINANCE’s annual #FundResearch project, an umbrella research activity aimed at providing qualitative and quantitative assessments of the EU market for retail investment funds, focusing on Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Funds (AIFs). This paper compares mutual fund returns with their market index (benchmark) and analyses the relationship between the main factors impacting fund performance and the ability to deliver returns higher than the market.
Keywords: fund research, performance, mutual funds, alfa, turnover ratio, tracking error
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