Take a look at the table below. It shows the top holdings of three active global equity funds sold in the UK. All three funds have great track records, are quite active (not index huggers) and are huge in size (many billions in AUM). While the funds have different investment approaches their top holdings show a striking similarity with many names identical across the funds.
The curse of having to invest in large caps
The curse of having to invest in large caps
The curse of having to invest in large caps
Take a look at the table below. It shows the top holdings of three active global equity funds sold in the UK. All three funds have great track records, are quite active (not index huggers) and are huge in size (many billions in AUM). While the funds have different investment approaches their top holdings show a striking similarity with many names identical across the funds.