Funds Financial News
21.09 / 11:17
funds
emerging markets
Vontobel launches emerging markets ex-China equity fund
The fund will be managed by Roger Merz (pictured left) and Thomas Schaffner (right).
19.09 / 15:15
Morningstar
companies
funds
Fundsmith Equity
Vanguard
iShares
Ruffer
fundsmith
Fundsmith tops Morningstar medalist rankings but misses maximum rating
Fundsmith has just two strategies, the Fundsmith Equity fund and the Fundsmith Sustainable Investment fund, and they follow the same investment philosophy and process.
15.09 / 11:45
14.09 / 11:33
UK
Healthcare
funds
OEIC
equities
life sciences
Janus Henderson opens Global Life Sciences Strategy to UK clients
The strategy will aim to outperform the MSCI World Health Care index by at least 2% per annum over the course of a market cycle.
14.09 / 08:01
funds
GAM
Artemis
Artemis launches consumer brands fund for ex-GAM luxury equities manager
Swetha Ramachandran (pictured) is part of the team managing the Artemis Global Select fund.
13.09 / 10:37
funds
Article 9
Robeco
high yield
Robeco launches Article 9 climate high yield bonds fund
The strategy was the latest addition to the Dutch asset manager's suite of high yield and climate related strategies, such as climate credits and climate global bonds.
12.09 / 15:09
Reuters
funds
reports
Lansdowne Partners to launch retail version of flagship Developed Markets fund - reports
Launched in October 2012, the Developed Markets Long Only fund is currently offered in a Cayman Islands Partnership structure and Irish domiciled ICAV.
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 / 11:27
ESG
funds
fund launch
Article 9
boost
Trium Capital launches multi-strategy fund in bid to boost European client base
Liquid alternatives specialist and head of multi-strategy solutions Clark Fenton will oversee the fund, and will be supported by the wider multi-strategy team.
05.09 / 15:31
funds
Ruffer
Time
Ruffer calls time on European and Japanese funds
It is understood the funds have been liquidated to provide Ruffer with greater flexibility in its wider multi-asset range.
04.09 / 14:11
ESG
funds
PGIM
decarbonisation
PGIM targets decarbonisation theme with global equity fund launch
The portfolio has a concentration of 45-65 high-growth companies and is benchmarked against the MSCI All Company World Index Investable Market index.
04.09 / 13:39
ESG
funds
Neuberger Berman expands UCITS lineup with Climate Innovation strategy
The strategy is benchmarked against the MSCI All-Country World index and focuses on the 'key enablers' and beneficiaries of climate innovation.
23.08 / 13:19
funds
Odey AM
Aum
Brook Asset Management
Odey AM subsidiary to shutter Brook Global Emerging Markets fund
The fund, run by Odey AM’s subsidiary Brook Asset Management and launched in June 2021, is managed by Sophia Whitbread and Mathieu Rachmaninoff.
23.08 / 08:03
BlackRock
partnership
funds
money market funds
Backed
money market
BlackRock partners with Richard Branson-backed platform to launch money market funds
The funds aim to maintain a net asset value of $/€/£ 1 per share while any excess earnings generated through interest on the portfolio holdings will be distributed to investors via dividends.
23.08 / 08:03
Europe
BlackRock
Federal Reserve
funds
ETFs
LSEG Lipper
money market funds
money market
LSEG Lipper: Money market funds top European flows tables in July
Beyond bond and money market funds, all other asset types faced outflows for the month.
22.08 / 07:37
ESG
funds
Jupiter swaps benchmark and reduces annual fee for Responsible Income fund
The investment policy of the fund will also be updated to provide greater clarity of how ESG considerations are incorporated into its investment approach.
21.08 / 07:35
funds
money market funds
money market
Tatton IM launches money market funds
Lothar Mentel (pictured), CEO and chief investment officer of Tatton Investment Management
17.08 / 12:45
funds
Evenlode Global Equity among seven funds to gain Elite Ratings from FundCalibre
Allianz UK Listed Opportunities, JPM Climate Change Solutions, R&M Global Sustainable Opportunities gained an Elite Radar badge
15.08 / 14:39
Strategy
HSBC
BlackRock
Morningstar
funds
Morningstar: Fixed income remains only asset class to gain net inflows in July
Passive strategies saw modest inflows in July, while active funds saw sustained redemptions.
14.08 / 12:23
markets
UK
bonds
funds
Alternatives
equities
Global
Market confidence rebounds in Q2 as manager performance remains mixed
The report emphasised the importance of ‘new manager search data’ or the number, volume and type of mandates being launched by institutional investor clients, in assessing investor sentiment.
14.08 / 12:23
Bloomberg
industry
funds
Odey Asset Management
Odey AM in talks to transfer Freddie Neave to Landseer Asset Management
The funds run by portfolio managers including Adrian Courtenay, James Hanbury and Oliver Kelton are also being rehoused as part of the restructuring.
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