Defence funds – Strong performance and untapped potential
Publié le 3 nov. 2026 à 15:09
Infographic – Despite recent volatility, assets under management in defence-focused funds remain close to record highs, according to Morningstar. The analytics firm believes the sector is still in the early stages of a long-term cycle, with valuations now looking attractive again. This is especially true in Europe, where a handful of specialist funds hold the bulk of the assets.
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