Equity funds Financial News

13.11 / 20:17

People moves equity funds RBC Brewin Dolphin names fund research boss as head of equity funds steps down

Shakhista Mukhamedova (pictured), is the current head of fixed income and alternatives and will become head of fund research.

09.01 / 21:41

Unit trusts/OEICs ETFs equities LSEG Lipper equity funds Benchmarks Most active equity funds fail to outperform their benchmarks in 2023

The overall average relative performance of all equity funds compared to their benchmarks was -2.4% in 2023.

09.09 / 05:21

FIVE show equity funds week US equity funds see outflows for sixth week in a row

economic data from China and Europe, and a surge in U.S Treasury yields. According to LSEG data, investors withdrew a net $5.96 billion out of U.S. equity funds during the week, compared with about $4.42 billion worth net withdrawn the previous week. Data pointing to a slowdown in the services sector in China and Europe in August, stirring concerns about global economic growth. Meanwhile, U.S.

07.09 / 12:25

UK equity funds Unit trusts/OEICs ETFs Inflows equity funds IA: Equity funds hit 18-month inflow high in July

Chris Cummings (pictured) is CEO of the Investment Association.

06.09 / 04:51

FIVE Extreme performer equity funds Returns These 11 equity funds offered over 20% returns on lumpsum investments in five years

These 11 schemes were from small cap, mid cap, multi cap, flexi cap, and ELSS categories. Around six small cap schemes offered more than 20% on lumpsum investments made on September 5, 2018. Two mid cap, one ELSS, multi cap, and flexi cap schemes offered more than 20%.Quant Small Cap Fund offered the highest CAGR of around 29.16%, followed by Quant Tax Plan which offered 23.72%.

20.08 / 17:49

UPS FIVE Digital Strategy stage equity funds 360 One to set up sector-focused private equity funds

equity fund strategy, building a separate identity in an industry primarily known for broad sector investments. With assets under management crossing ₹23,000 crore or $2.6 billion, 360 One is one of the leading domestic private investors in India “On the PE side, our right to win an edge will be industry-focused thematic funds. And, so, you will see us being much more industry-led, going forward," said Sameer Nath, chief investment officer in his first formal interview since taking over as CIO and head of venture capital and private equity business.

16.08 / 13:21

UK equities Investment Association UK investors equity funds strategies Calastone: UK investors shun regional equity funds in favour of global strategies

Since July 2021, global funds net inflows stood at £18.9bn, while funds with a regional focus have shed £21.1bn.

14.08 / 12:23

Invesco Abrdn Unit trusts/OEICs Columbia Threadneedle equities St. James's Place Artemis equity funds Spot the Dog: Number of consistently underperforming equity funds soars to 56

The report also identified nine ‘great danes’ – underperforming funds with assets over £1bn – up from six in February.

14.08 / 01:29

performer exit equity funds When should you exit your equity funds? Here's how to decide

Goals are very near Equities are inherently volatile, though the blips in the journey are smoothened in the long term. If your goal is just 1-2 years away, you can’t put the corpus at risk. Start systematic transfers from equity funds to debt schemes 1-2 years before the goal date to avoid getting caught on the wrong foot.Portfolio needs rebalancing The rally in stock prices must have changed your asset mix.

02.08 / 20:37

Microsoft Apple UK funds AJ Bell H1 2023 equity funds Trackers AJ Bell: Active equity funds gain ground on trackers in first half of 2023

Laith Khalaf (pictured), is the head of investment analysis at AJ Bell

21.07 / 13:25

UPS Booking show equity funds Weekly Global equity funds see first weekly outflow in four weeks

(Reuters) — Global equity funds witnessed their first weekly outflow in four weeks in the week to July 19, reflecting concerns over slower growth in China and caution ahead of the Federal Reserve's policy meeting next week.

13.07 / 07:49

Europe HSBC BlackRock Morningstar funds fixed income equity funds Morningstar: Equity funds suffer largest monthly net outflow since September 2022

Of the top ten fund groups by assets, only BlackRock, Aviva, and HSBC saw inflows.

03.07 / 14:31

US Unit trusts/OEICs BNY equity funds RSMR adds US equity funds from BNY Mellon and Brown Advisory to rated list

The BNY Mellon US Equity Income fund and Brown Advisory US Smaller Companies fund have not been rated by RSMR before

03.07 / 11:43

companies Unit trusts/OEICs equity funds Odey AM 'in talks' to transfer global equity funds to Lancaster Investment Management

Fund manager James Hanbury would transfer alongside the funds

06.06 / 16:18

UPS equity funds safe ESG equity funds post worst outflows on record as investors seek safe havens

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05.04 / 07:29

UPS equity funds Investors pile back into equity funds, but ESG ‘gold rush’ may have peaked

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05.01 / 11:21

equity funds UK equity funds haemorrhage £8bn in ‘momentous’ year

Investment funds focused on UK companies bled more than £8bn last year as investors continued to flee volatile equity markets.

05.09 / 10:07

equity funds Equity funds bleed more than £4bn as bear market rally fails to calm investors

Investors have pulled more than £4bn from equity funds so far this year amid growing concerns of "pernicious and persistent" inflation.

03.03 / 13:13

gone equity funds Jittery investors yank £604m from equity funds on Ukraine crisis: ‘Buyers have gone on strike’

Investors spooked by Russia’s invasion of Ukraine pulled more than £600m from equity funds in the final few days of February, reversing what would have been a buoyant month.

07.01 / 02:39

equity funds Equity funds cash in with £14bn haul despite Omicron fears

A sharp rise in Omicron cases during December did little to dampen investor appetite for equity funds, which raked in £1bn of fresh cash for the month, as their total haul for the year reached a record £14.2bn.

06.01 / 11:19

equity funds Equity funds cash in with £14bn haul despite Omicron fears

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