Fund Selector Sentiment - Other Strategies

These tables show the forward-looking allocation intentions of European fund selectors towards commodities, index-tracking products and global equity funds.

Commodities: Just over half of our respondents have direct exposure to equities – around the same level as those who buy hedge strategies. Of those who have exposure, there are marginally more looking to increase than decrease their weighting, but there is no consensus.

Index-tracking products: These are very popular – and around a quarter of all respondents are expecting to use more over the next year. However, it is interesting to note that despite the general macro optimism, 15% of respondents expect to lower their usage of index-trackers so the traffic is certainly not one way.

Global equity funds: These are very widely used – more than 70% have exposure and that may go up, if the fact that there are more buyers than sellers is anything to go by.

Source: Expert Investor Europe, 'The Fund Selector Asset Class Report' October 2015