OEIC Financial News

22.01 / 13:27

Technology funds Unit trusts/OEICs M&G OEIC fund launch M&G expands thematic offering with global equity AI fund launch

The fund will aim to provider a total return higher than the MSCI ACWI index 'over any five year period', M&G said.

28.11 / 19:55

Unit trusts/OEICs OEIC multi-asset Waverton launches three multi-asset funds

These new funds will join Waverton’s existing multi-asset growth and income funds that have around £1bn invested in them, and will be managed by James Mee and his team.

13.11 / 20:17

Fashion ESG funds OEIC equities Robeco Robeco unveils inaugural fashion-focused active fund

The Fashion Engagement Equities Strategy focuses on generating attractive long-term investment returns, while engaging with companies in the portfolio.

13.11 / 20:17

property Unit trusts/OEICs OEIC St James's Place Time open TIME Investments suspends open-ended property fund on 'material uncertainty'

The fund invests predominantly in residential freehold properties, which Oli Creasey, property research analyst at Quilter Cheviot, said had faced concerns over regulatory changes for some time.

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.

01.11 / 11:37

Unit trusts/OEICs OEIC fixed income PIMCO GIS Income fund wins RSMR rating

RSMR analysts said the fund was «very actively managed» and the updated asset allocations changed to reflect economic and market conditions, take advantage of opportunities as they arise.

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.

10.10 / 11:47

Unit trusts/OEICs OEIC Global Australian Pacific AM launches global active credit fund with Australian partner

Christopher Joye (pictured) is CIO and portfolio manager at Coolabah Capital Management.

18.09 / 11:43

Fidelity Unit trusts/OEICs OEIC Fidelity International International Global Equities Fidelity International launches future leaders global equities fund

A minimum of 50% of the fund’s assets will be invested in securities deemed to maintain sustainable characteristics, Fidelity added.

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.

11.08 / 12:27

Unit trusts/OEICs OEIC multi-asset Jupiter aligns Multi-Asset Income fund with Merlin range

Management and fixed annual charges will remain the same, but the ongoing charge figure will increase by 0.08%.

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.

OEIC Financial News

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