Unit trusts/OEICs Financial News

07.11 / 12:06

Unit trusts/OEICs emerging markets Chikara Investments launches emerging markets fund

Jonathan Asante, manager of the Chikara Global Emerging Markets Opportunities fund

03.11 / 14:45

UK companies funds Unit trusts/OEICs ETFs Jupiter Pridham Report: BlackRock remains on top even as net sales sag 40%

BlackRock’s best seller throughout the quarter was the iShares North American Equity Index, which attracted record inflows from retail investors.

03.11 / 12:37

Morningstar Fortinet Unit trusts/OEICs Fundsmith Equity fundsmith stake Fundsmith Equity takes stake in cybersecurity firm Fortinet

Terry Smith (pictured), is the manager of the £22.3bn Fundsmith Equity fund.

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 / 13:51

UK bonds Unit trusts/OEICs fund launch UCITS index CG Asset Management to launch index-linked bond fund

CG Portfolio Plc — UK Index-linked Bond fund will launch on 15 November and will be the firm’s first fund launch in seven years.

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.

01.11 / 08:47

companies Unit trusts/OEICs M&G Quilter Investors Quilter Investors adds value and infrastructure funds to Cirilium range

The company said the additions seek to boost inflation linkage for investors and align the range further with its long-term view.

26.10 / 14:01

bonds ESG Investment trusts Unit trusts/OEICs Evelyn Partners MPs Evelyn Partners sustainable MPS sells out of Impax trust amid discount to NAV

As part of the rebalancing exercise, the sustainable MPS team also added to its positions in Baillie Gifford Responsible Global Equity Income and Federated Hermes Sustainable Global Equity.

25.10 / 10:49

property Unit trusts/OEICs Aegon Property Income sells final properties

The wind-up of the fund lasted more than 27 months, beginning on 9 July 2021, exceeding its original expected deadline of August 2023.

25.10 / 10:49

Europe Morningstar US ESG Unit trusts/OEICs sustainable funds Q3 Flows into global sustainable funds slow in Q3 as AUM drops 4.2%

The challenging macroeconomic backdrop and falling stock valuations have largely contributed to the reduction in flow volumes and assets, Morningstar said.

25.10 / 07:47

BlackRock companies Fidelity Investments Unit trusts/OEICs Fund managers Jupiter Fidelity Investments and Jupiter among fund houses hit by CAB Payments sell-off

Regulatory disclosures show that JP Morgan Asset Management has held a 0.50% net short position against the stock since 12 September.

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.

16.10 / 14:59

ESG Unit trusts/OEICs Global ESG Trends ESG funds Green bonds Nikko AM expands universe for green bond fund

S&P Global has projected that that GSSSB bond issuance in 2023 will be between $900bn and $1trn, or 14% to 16% of total bond issuance.

12.10 / 15:41

regulation UK companies Financial Services Wealth managers Unit trusts/OEICs Woodford investors to vote in single class as scheme of arrangement vote delayed

The scheme meeting and vote has been delayed to 13 December 2023.

12.10 / 15:41

Unit trusts/OEICs Alternatives multi-asset MPs Schroders launches alternatives fund for MPS investors

Alex Funk (pictured) is chief investment officer of Schroder Investment Solutions.

12.10 / 13:27

Apple Tesla bonds Investment trusts Unit trusts/OEICs equities Vanguard Q3 gilts index Gilts claim spot in ii Q3 performance index as investors hunt for yields

Investors were taking advantage of high interest rates by moving their money into the bond market, 'where they are finally being rewarded with attractive yields'.

11.10 / 16:25

ESG Unit trusts/OEICs Robeco Robeco unveils carbon offset share classes

The share classes will contribute to projects actively combatting climate change, but also that go beyond the reduction of emissions in investors’ portfolios.

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.

11.10 / 14:02

companies Unit trusts/OEICs Odey AM People moves Odey Odey AM's Geoffrey Marson and Odey Opportunity fund move to Canaccord Genuity

The LF Odey Portfolio has closed while the Odey Swan fund is in the process of closing, the asset manager added.

10.10 / 14:35

Liquidity economics UK Unit trusts/OEICs money market funds money market Bank of England calls on money market funds to bolster liquidity levels

The call from the FPC came as it identified liquidity mismatch in money market funds as a «key vulnerability» in 2015 and 2021.

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.

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