Hi Mikey and Voice!
Oh, hello, er ...
'Nsikan.'
Yeah, that's it.
Hello, Nsikan!
'Hello, Nsikan!'
Yeah, anyway ...
Happy New Year! Please see attached for the LSEG Lipper review of the best and worst performing Lipper global bond, equity and mixed-assets classifications in Europe for 2023.
Oh.
Detlef's review.
Well, let's do this first -
Bond HUF showed the best average performance (+24.85%) for bond products, while Bond TRY (-16.62%) showed the worst average performance for the year.
Equity Poland Small- and Mid-Cap showed the best average performance (+44.16%) for equity products, while Equity Russia (-19.37%) showed the worst average performance for the year.
Mixed Asset PLN Conservative showed the best average performance (+25.88%) for mixed-assets products, while Mixed Asset JPY Balanced (- 9.44%) showed the worst average performance for the year.
The development of the base currencies of the funds and ETFs compared to the euro had a large impact on the positions of the single classifications in the respective bond and mixed-assets league tables.
Thanks,
Nsikan
Right. I just ...
'What?'
Detlef gave the job to Lucky again, didn't he? I told you yesterday.
'Oh dear.'
Well, let's see how we get on ...
Lucky? Come on, mate.
European fund performance review 2023 6 Lipper global equity classifications the 12 781 bond funds and ETFs were split into 124 Lipper global classifications at the end of December 2023 105 of these classifications showed an average positive performance over the course of 2023 while 19 classifications showed an average negative performance funds and ETFs classified in the equity Poland small and mid cap classification had the best average performance +44 16% over the course of the year 2023 the classification was followed by equity Poland +42 18% and equity sector information technology +42 05% the best performing equity fund within this study had a return of 263 36% while the worst performing equity fund showed a performance of negative 68 56% as for the performance of some technology stocks it is! no surprise! that nine of the 10 best performing funds and ETFs are investing in blockchain and crypto related technologies the broader classifications such as equity US +20 21% equity Japan +14 76% equity global +14 30% and equity Europe +13 70% were all placed! in the first quintile of the table equity Asia Pacific was the only broad plain vanilla classification which may have showed a disappointing average performance +2 93% from an investors point of view graph 2 the 10 Lipper global equity classifications with the best and worst average performance 2023 in EUR source LSEG Lipper with regard! to the classifications at the top and the bottom of the table it is not surprising to see rather small or exotic! classifications leading the table the bottom of the table seems to be dominated by a shift in investor sentiment since the impact of the reopening of China after the end of the THING measures! did not match the expectations of investors in addition the uncertain situation within the Chinese real estate sector led to losses for equities in China European fund performance review 2023 7 Lipper global mixed assets classifications The 10 389 mixed assets funds and ETFs were split into 71 Lipper global classifications at the end of December 2023 64 of these classifications showed an average positive performance over the course of 2023 while only seven classifications showed an average negative performance funds and ETFs classified in the mixed asset PLN conservative classification had the best average performance +25 88% over the course of the year 2023 the classification was followed by mixed asset PLN balanced +24 84% and mixed nuts asset CAD flexible +17 66% the best performing mixed assets fund within this study had a return of 104 09% while the worst performing mixed assets fund showed a performance of negative 63 48% Euro investors who want to diversify their portfolio as wide as possible by investing in global mixed nuts asset products witnessed that the average performance of the respective classifications mixed nuts asset EUR aggressive!!! global +10 68 mixed asset EUR flexible global +8 15% mixed asset EUR balanced global +8 14% and mixed asset EUR conservative global +6 28% were in line with their risk profiles graph 3 the ten! Lipper global mixed assets classifications with the best and worst average a large impact on the positions of the single the same is true at the bottom of the table
for more information please contact our
Well, he's finished, I suppose.
'Thanks, Lucky!'
since the year end is the typical -
Ah, Christ.
point in time at which investors review the performance of their portfolios we want to shed a in addition this report also showcases the performance classifications from a euro investor point of view for each asset type methodology in order to calculate we used all bond
Lucky?
Austria Belgium Bulgaria Cyprus Czech Republic Denmark Estonia Finland France Germany Gibraltar Greece -
'He's really lost it now!'
Greenland Guernsey Hungary Iceland Ireland Isle of Man Italy Jersey -
STOP! STOP IT! LUCKY, NO MORE!
Lucky?
'Has he gone, boss?'
I don't know, Voice.
'It's sad.'
You know, I blame Detlef. He shouldn't be giving Lucky big reports like this. It's madness.
Latvia Liechtenstein Lithuania Luxembourg Malta Monaco the Netherlands -
Oh, that's enough!
Voice, do you want to come to the kitchen for a coffee?
'Yeah, all right.'
ENDS
ENDS
ENDS
Norway Poland Portugal Romania Russia Slovakia Slovenia Spain ...
