Funds Financial News

02.11 / 10:57

UK funds Unit trusts/OEICs OEIC Morgan Stanley IM opens up American Resilience equity fund to UK investors

The fund will seek to invest exclusively in robust, well managed, reasonably priced businesses that can sustain their high returns on operating capital over the long term.

02.11 / 10:57

Sustainability US funds schroders American Century Investments launches sustainable value fund

The fund will be managed by global value equity chief investment officer Kevin Toney, senior portfolio manager Michael Liss and portfolio manager David Byrns.

27.10 / 13:23

funds Jupiter Jupiter to merge two funds into Responsible Income strategy

'This merger is part of a broader rationalisation of our product range to provide a more focused offering for clients,' Jupiter said.

26.10 / 14:45

Investment trusts funds European Opportunities Saba Capital Saba Capital eyes $500m for activist UK investment trust fund

Over the past 12 to 18 months, the firm has been taking positions in multiple UK investment trusts, including European Opportunities, Henderson Opportunities and Schroder UK Mid Cap.

23.10 / 19:29

Index Funds funds ETFs AJ Bell Investors could be losing thousands on expensive tracker fees

The figures revealed that investors using most expensive passive funds could see their returns significantly diminish over the long-term.

18.10 / 14:43

UK Pensions Investment trusts funds Unit trusts/OEICs OEIC ETFs Returns Less than 4% of funds deliver consistent top quartile returns over three years

In the latest edition of the study, the total number of funds providing above average returns in each of the last three years also improved.

18.10 / 14:43

funds ETFs fixed income Article 8 JP Morgan AM launches UCITS active global aggregate bond ETF

The global aggregate bond strategy was first launched in 2009 and, as of 31 August 2023, had over $11bn assets under management.

18.10 / 14:43

UK institutional investors Retail investors Pensions Investment trusts funds ETFs Retail investors face larger volatility in fund fees than institutional peers

Over the last 12 months, 17% of all share classes have changed their OCF.

17.10 / 10:06

UK funds Aum Jupiter Jupiter revamps charging structure as it suffers £1bn net outflows

Matthew Beesley (pictured), CEO Jupiter

11.10 / 16:25

funds Unit trusts/OEICs Man GLG shuts sustainable water and circular economy fund as managers exit

Man GLG RI Sustainable Water and Circular Economy was Man GLG’s first Article 9 fund and first public market equites Article 9 fund.

10.10 / 13:03

Sustainability ESG funds ClearBridge launches sustainability 'improvers' global value equity fund

Jean Yu (pictured) will co-manage the fund alongside Grace Su.

10.10 / 10:31

companies funds Alternatives private markets Fidelity International Brown Shipley parent partners with Moonfare to expand private markets access

Initially, clients will be offered private equity and infrastructure strategies selected and approved by Quintet Group.

06.10 / 13:13

bonds funds UBS AM closes £5m Global Strategic Bond fund

Launched in October 2018, the fund was managed by fixed income specialists Alexander Wise, Jerry Jones and Kevin Ziyi Zhao.

06.10 / 08:21

Asia Fidelity equity funds Unit trusts/OEICs Fidelity closes £7m Asia absolute return fund

Managed by Nipun Sharma, the fund held long and short positions across Asia excluding Japan, using a bottom-up stock picking approach.

06.10 / 08:21

companies funds AssetCo stake AssetCo to sell stake in River and Mercantile's infrastructure business

Chair Martin Gilbert (pictured) said the sale delivers a «much-simplified» group.

06.10 / 08:21

bonds funds RM Funds targets infrastructure sector with bond fund launch

SVS RM Infrastructure Bond is the only dedicated infrastructure bond strategy within the IA Sterling Strategic Bond sector, the firm said.

05.10 / 12:01

funds Investment Association fixed income Trackers IA: Inflows into trackers double in August as fixed income funds revert to outflows

The worst-selling IA sector in August was UK All Companies, which experienced outflows of £747m.

05.10 / 10:37

funds Columbia Threadneedle Columbia Threadneedle shutters CT Asia Pacific Equity fund

Columbia Threadneedle said closing the fund is “in the best interests of shareholders”.

05.10 / 10:37

Fidelity funds bond funds Fidelity to close Global High Yield and Long Bond funds

The Global High Yield and Long Bond funds will no longer be available to investors on any platforms or through any distribution channels from 16 October and 10 October, respectively.

04.10 / 10:25

funds Unit trusts/OEICs Baron Capital launches CEO-managed US all cap growth fund in Europe

The strategy will be managed by Ron Baron, founder, chair, and CEO of Baron Capital and Michael Baron, vice president and portfolio manager.

27.09 / 10:27

UK funds multi-asset Returns Invesco to close global targeted returns strategy in push to simplify multi-asset range

Georgina Taylor (pictured), took over as head of multi-asset at Invesco following the retirement of David Millar in March this year.

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