St James’s Place and Fundsmith lead ‘dog funds’ list (2024)

Table of Contents
JACK GILBERT, NEW MODEL ADVISER Editor’s Picks SJP runs £18.5bn worth of serially underperforming funds, while Terry Smith is named for the first time in the hall of shame. Leave a comment Director of Suffolk advice firm Matthew Douglas joins The Advice Show to discuss the key takeaways from the Budget. JACK GILBERT, NEW MODEL ADVISER Editor’s Picks Investments Impact investment consultancy Worthstone has looked at whether the initiatives funds sign up to actually mean better outcomes for clients wanting to make a positive impact. Advice M&G senior technical manager Graeme Robb explores trustee investment opportunities for trusts with an income beneficiary. Business Rory Jackson joins ValidPath after two years as a business development manager at Tenet. Podcast Director of Suffolk advice firm Matthew Douglas joins The Advice Show to discuss the key takeaways from the Budget. Specials Fix The Future

St James’s Place and Fundsmith lead ‘dog funds’ list (1) St James’s Place and Fundsmith lead ‘dog funds’ list (2)

JACK GILBERT, NEW MODEL ADVISER

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SJP runs £18.5bn worth of serially underperforming funds, while Terry Smith is named for the first time in the hall of shame.

St James’s Place and Fundsmith lead ‘dog funds’ list (3)

By John Schaffer

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Terry Smith’s giantFundsmith Equitystrategy has made its first appearance in Bestinvest’s Spot the Dog report, alongside the likes of Nick Train’sLindsell Train UK Equity fund.

St James’s Place (SJP) funds also feature prominently, with £18.5bn of assets split across three serially underperforming portfolios.

The analysis, which considered datafor thethree years to the end of December, found a 170% jump in the number of ‘dog funds’ versus the last edition six months ago.

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Related Portfolio Managers

Paul Jourdan

St James’s Place and Fundsmith lead ‘dog funds’ list (4)

51/56 in Equity - UK Smaller Companies (Performance over 3 years)

Average total return:

-24.31%

Nick Train

St James’s Place and Fundsmith lead ‘dog funds’ list (5)

91/145 in Equity - UK (All Companies) (Performance over 3 years)

Average total return:

10.54%

Related Funds

Fundsmith Equity Fund WS Lindsell Train UK Equity Fund WS Amati UK Listed Smaller Companies SJP Global Quality Fund St James's Global Emerging Markets

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