The Most Consistent Funds Revealed 5%+ for 5+ years

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Funds that have had 5%+ returns in each calendar year from 2020 to 2024.

With thousands of Open Ended Investment Companies, Exchange Traded Funds and Investment Trusts you would think there would be dozens of contenders. However, only a select few have made the list as growth funds had a poor 2022 and value funds had a poor 2020.

Some of these resilient funds are well worth learning more about.

Chapters
00:00 Introduction
00:25 Multi-asset funds - Gold & Bonds smooth out the returns
01:28 Value Funds - low p/e and underweight US
02:12 ETFs
03:05 European Dividend Growth
04:06 Frontier markets - undiscovered territories
05:28 Absolute Return Funds
07:18 Japanese Smaller companies - domestically insulated?
07:47 UK Small Cap Value
08:26 India
08:53 Global equity - did this one just get lucky?
09:39 Conclusion

Видео The Most Consistent Funds Revealed 5%+ for 5+ years канала Ian Shadrack - Investing