Скачать или смотреть Should you exit equity funds with high cash allocations?

Of the 257 funds across major equity categories, 22 currently hold more than 10% of their assets in cash. As many as 100 funds have a cash allocation of 5% or more. There are funds that have as much as a third of their assets in cash. Do such high cash levels impact fund performance? Should you consider exiting funds with high cash levels or should you stay put? In this video, we delve into these questions.

We also discuss the pros and cons of cash allocations to answer why some managers like to take cash calls and why some don’t. Overall, this video will help you not just understand the inner workings of your funds but also optimise your portfolio.

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Chapters
00:00 Introduction
01:47 Pros and cons of cash allocations
04:35 Our comparison methodology
05:51 Funds that hold more cash on average
08:25 Funds with high fluctuations in cash holdings
11:25 Conclusion

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