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Analysts at UBS Group AG have examined the equity holdings of actively managed funds worldwide to work out which stocks are the most over- and under-owned relative to their benchmark weightings.
Even investors who notched double-digit returns wound up trailing their benchmarks because they failed to take a chance on enough beaten-up energy and mining company bonds at the February bottom.
Successfully rebalancing a portfolio means walking a fine line between controlling for risk and incurring trading costs. Sometimes, it pays to leave the portfolio alone.
The exclusions are based on new criteria introduced by the government in February, impacting companies that rely on coal for at least 30 percent of their activities or revenues.