Funds Financial News

08.08 / 12:03

BlackRock companies funds Unit trusts/OEICs M&G Pridham Report: BlackRock retakes net flows crown in Q2

BlackRock’s gross retail sales of £7.4bn and net retail sales of £1.9bn topped the tables

02.08 / 20:37

HSBC BlackRock bonds ESG funds equities Aviva bond funds Sustainable bond funds shed £653m in H1 2023 as ESG equities add £10.3bn

Netting £4.5bn, Equity Global funds were the most popular sustainable classification, followed by US and emerging market equity.

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

01.08 / 14:23

Amazon Microsoft Shell funds Third Point sees AI path out of recent underperformance

Third Point said it had been investing in AI-enabled business models since its 2016 Series B venture investment in Upstart, describing it as “the firm’s most lucrative investment”.

01.08 / 14:23

companies funds assessment of value reports Benchmarks Baillie Gifford reports first firm-wide underperformance of benchmarks since 2009

One of the four funds holding red ratings for two years running, Baillie Gifford British Smaller Companies was closed on 27 June 2023 after failing to prove it provided value overall.

27.07 / 14:35

Morningstar funds ETFs Investors prefer active ETFs while fixed income flows dominate in H1 2023

Passive fixed income ETFs have grown to 29% of global fixed income assets — up from 8% since the end of 2008.

24.07 / 13:53

Value Fidelity growth funds M&G schroders Value back on top in FE fundinfo Crown rebalance

Quilter Investors and Schroders are now tied for the greatest number of five Crown funds, with 13 each, while Royal London holds the highest percentage of top rated funds, with 12 out of 49 (24.5%).

24.07 / 10:09

Value Fidelity growth funds M&G schroders Value back on top in FE fundinfo Crowns rebalance

Quilter Investors and Schroders are now tied for the greatest number of five Crown funds, with 13 each, while Royal London holds the highest percentage of top rated funds, with 12 out of 49 (24.5%).

20.07 / 14:25

funds OEIC Returns Only 2% of funds consistently achieve top quartile returns over three years

Kelly Prior (pictured) is an investment manager in the multi-manager team at Columbia Threadneedle Investments

20.07 / 07:51

funds OEIC Merger Jupiter asset management Jupiter proposes merger of Mark Nash bond portfolios

Clients have until 10am on 21 August to vote on the merger, with the extraordinary resolution needing 75% of the votes to pass through.

19.07 / 12:39

funds OEIC Merger Jupiter proposes merger of Mark Nash bond portfolios

Clients have until 10am on 21 August to vote on the merger, with the extraordinary resolution needing 75% of the votes to pass through.

18.07 / 14:47

funds private equity Goldman Sachs AM raises $200m for its debut private markets ELTIF

Barry Fricke (pictured) is EMEA head of alternatives distribution for wealth at Goldman Sachs Asset Management

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.

12.07 / 10:49

Abrdn funds abrdn shuts Strategic Investment Allocation fund

The fund has lost 36.1% over the last five years, while the IA Specialist TR sector is up 20.1%.

11.07 / 14:43

funds Time Baillie Gifford calls time on British Smaller Companies fund

The fund has lost 19.2% in the last year, while the IA UK Smaller Companies sector is down 12.6% over the same period.

06.07 / 12:27

UK funds UK investors UK investors put £632m in fixed income funds in May

UK funds saw outflows of £1.2bn.

04.07 / 15:09

BlackRock funds exit Square Mile removes Jupiter UK Alpha rating following Richard Buxton's exit

Richard Buxton of Jupiter Asset Management (pictured)

03.07 / 14:31

funds Schroders launches US equity long/short fund managed by Select Equity Group

The fund is a UCITS version of SEG’s flagship long/short US equity strategy.

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