Unit trusts/OEICs Financial News

06.12 / 15:55

financial conduct authority FCA Unit trusts/OEICs Link Fund Solutions Remaining Woodford fund assets shrink 40% since last distribution revealed

The report also revealed that just six holdings of a total ten hold any value, with the remaining four companies representing no value in the fund.

05.12 / 14:51

UK Investment trusts funds Unit trusts/OEICs ETFs Income fund favourites jostle with more adventurous rivals in ii's November most bought

Investors in trusts returned to a familiar favourite in Scottish Mortgage, which reclaimed the head of the rankings after being knocked into second place last month by City of London

05.12 / 14:51

Abrdn Unit trusts/OEICs Wellington Management Artemis Baillie Gifford and EdenTree funds lose Square Mile A rating

In November, two strategies also retained their ratings from Square Mile.

04.12 / 15:32

Unit trusts/OEICs emerging markets Robeco St James’s Place place St James's Place reshuffles managers and alters charges on fund trio

Clients invested in the Global Smaller Companies fund and the Global Emerging Markets fund will see their total ongoing charges reduced.

30.11 / 13:37

UK Investment trusts Unit trusts/OEICs Investment Trust UCITS AVI to launch UCITS versions of Global and Japan Opportunity investment trusts

Joe Bauernfreund (pictured), AVI’s chief executive officer and chief investment officer, will manage the new UCITS funds, supported by the firm’s research team.

29.11 / 16:35

Unit trusts/OEICs JO Hambro's Regnan launches mobility and logistics equity fund

The fund aims to generate capital growth over rolling five-year periods by investing in mobility and logistics companies.

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.

27.11 / 15:07

Europe BlackRock bonds jp morgan Unit trusts/OEICs ETFs European mutual funds suffer €19bn outflows in October

JP Morgan was the best-seller in Europe for October with €7.1bn inflows, while BlackRock has been the best-selling house for the year to date, attracting €64.4bn.

27.11 / 11:29

BlackRock Fidelity jp morgan funds Unit trusts/OEICs Vanguard Saxo adds funds offering to its platform in UK

Charlie White-Thomson (pictured) is CEO of Saxo.

24.11 / 14:05

property Unit trusts/OEICs M&G St James's Place open NOT Deep Dive: A 'bleak' future but not a 'forgone conclusion' for open-ended property funds

'Let us not be fooled into thinking the challenges faced by the likes of M&G and St James’s Place render the future of these structures a foregone conclusion.'

22.11 / 14:07

economics UK Unit trusts/OEICs Platforms ISA Autumn Statement 23: LTAFs to be included in ISAs amid sweeping regime overhaul

LTAFs will be «brought into the scope of Innovative Finance ISAs from April 2024», according to the Autumn Statement

21.11 / 14:57

ESG Unit trusts/OEICs People moves BNP Paribas AM Low BNP Paribas AM hires head of low carbon infrastructure equity

Brumm has more than 20 years’ experience in infrastructure private equity and joins BNPP AM after spending three years as a partner at Antin Infrastructure Partners.

21.11 / 11:21

BlackRock companies Unit trusts/OEICs BlackRock closes EM fund following poor value assessment findings

According to its June 2023 factsheet, the fund had been underperforming for a few years, although had mostly tracked its benchmark.

20.11 / 15:23

fees companies Unit trusts/OEICs St James's Place place St James's Place changes managers and reduces fees for two funds

The Balanced Managed fund will reduce fees from 0.36% to 0.34% per annum, while the Continental European fund from 0.26% to 0.08%.

16.11 / 14:23

property ESG Unit trusts/OEICs infrastructure Blackfinch unveils infrastructure and property funds

Blackfinch Group CIO of listed assets Dan Appleby (pictured)

15.11 / 15:45

Morningstar funds Unit trusts/OEICs ETFs Returns Thematic fund investors miss out on two thirds of returns due to poor timing

Investors lost more value in focused funds such as those tracking the Morningstar broad themes technology or physical world, compared with more diversified broad thematic peers.

13.11 / 20:17

companies Unit trusts/OEICs People moves Sanlam Investments growth equities team joins Landseer AM as funds stay put

Investment Week understands the move has been made in order to take advantage of the institutional and European distribution capabilities of Landseer.

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.

13.11 / 12:23

Abrdn Unit trusts/OEICs Quilter consolidation abrdn closes Listed Private Capital fund as part of consolidation push

Since inception in 2018, the fund returned 67.7%, according to data from Morningstar Direct.

08.11 / 12:00

companies financial conduct authority Unit trusts/OEICs Link Fund Solutions Marlborough Group gets £5.5bn ACD mandate from Evenlode

The trio of strategies, with more than £5.5bn in assets under management, comprises the Evenlode Income, Evenlode Global Income and Evenlode Global Equity.

07.11 / 16:29

property bonds ESG Unit trusts/OEICs equities Equity funds suffer largest outflows since Mini Budget as ESG funds shed £700m

Equity funds shed £1.2bn in assets last month, the sixth consecutive month of net selling.

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