Unit trusts/OEICs Financial News

09.10 / 11:19

bonds Unit trusts/OEICs emerging markets Global Nomura AM Nomura AM launches EM corporate bond fund

Meno Stroemer (pictured) will lead the management of the fund alongside NCRAM's fixed income team.

09.10 / 11:19

Unit trusts/OEICs People moves GAM Artemis luxury brands GAM names co-manager for Luxury Brands strategy

Prior to joining GAM, Cereda (pictured) had been head of luxury goods research at Jefferies International since 2017.

06.10 / 08:21

Asia Fidelity equity funds Unit trusts/OEICs Fidelity closes £7m Asia absolute return fund

Managed by Nipun Sharma, the fund held long and short positions across Asia excluding Japan, using a bottom-up stock picking approach.

05.10 / 12:01

BlackRock AXA Fidelity Unit trusts/OEICs Redwheel Liontrust UK Equity fund loses Square Mile A rating amid de Uphaugh and Fields retirement

Imran Sattar will remain as the sole manager of the fund, which led Square Mile analysts to remove the rating due to the “material” change in structure.

04.10 / 10:25

funds Unit trusts/OEICs Baron Capital launches CEO-managed US all cap growth fund in Europe

The strategy will be managed by Ron Baron, founder, chair, and CEO of Baron Capital and Michael Baron, vice president and portfolio manager.

04.10 / 10:25

companies Unit trusts/OEICs Odey AM Odey Link Fund Solutions Link Fund Solutions rebrands Odey AM and Brook AM funds following transfer

Effective from 15 September, the LF Odey Opus has become the LF Lancaster Global Equity; the LF Brook Continental European has been renamed to LF Ardtur Continental European; and the LF Brook Absolute Return changed to LF Lancaster Absoluter Return.

03.10 / 14:19

Climate change ESG Unit trusts/OEICs ESG funds decarbonisation Natixis Natixis affiliate Thematics Asset Management launches climate selection fund

The fund’s investment universe will span Thematics AM’s five strategies – namely AI and robotics, safety, the subscription economy, water and wellness – with a portfolio of 40-60 holdings.

02.10 / 10:29

ESG Unit trusts/OEICs fixed income ESG funds Allspring Global Investments launches third climate transition fixed income fund

The strategy aims to deliver exposure to global fixed income opportunities, focusing on ‘best-in-class’ companies transitioning to a lower-carbon world.

27.09 / 10:55

Unit trusts/OEICs money market funds Article 8 SFDR Standard Aviva Investors launches Sterling Standard Liquidity fund

Richard Hallett (pictured) will co-manage the fund alongside Josh Bramwell.

22.09 / 12:17

Unit trusts/OEICs People moves SVM co-founder Margaret Lawson retires

Margaret Lawson (pictured), was a co-founder of SVM, which she set up in 1990.

21.09 / 07:47

regulation SEC ESG Unit trusts/OEICs Asset Managers greenwashing Labelling US SEC unveils ESG labelling rules for mutual funds

The amendment has updated the ‘names rule’ under the Investment Company Act to ensure the name of a fund 'adequately and accurately represents the investment strategy of the fund'.

21.09 / 07:47

Unit trusts/OEICs BNY Mellon IM launches Article 8 floating rate credit fund

Matt Oomen (pictured) is global head of distribution at BNY Mellon Investment Management.

20.09 / 14:31

Fidelity Investment trusts Unit trusts/OEICs Platforms Fidelity platform restricts Crux European Special Situations fund after Richard Pease retirement

CRUX founder Richard Pease

20.09 / 11:01

Unit trusts/OEICs People moves acquires Dowgate Wealth acquires BambuBlack managers and funds

BambuBlack founder Jane Andrews

20.09 / 11:01

Investment trusts Unit trusts/OEICs GAM Interactive Investor interactive investor puts two Super 60 funds and an investment trust under review

The Janus Henderson European Select Opportunities fund and the trust’s reviews were triggered by the upcoming retirement of their fund managers.

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.

18.09 / 07:57

Unit trusts/OEICs emerging markets Matthews Asia unveils three emerging market funds

The funds all mirror strategies available to US investors and are classified as Article 8.

14.09 / 11:09

Unit trusts/OEICs Royal London AM limits access to Global Equity Select fund

'We believe it is in the best interest of investors to exercise controls to ensure our investment team can continue to invest in best-of-breed companies that can deliver attractive long-term outperformance.'

13.09 / 14:19

fees BlackRock companies financial conduct authority Unit trusts/OEICs AJ Bell Consumer Duty pricing BlackRock tiered fund pricing structure divides opinion

'Active managers as yet have not truly grasped the nettle that the cost of investing in active funds is still too high.'

12.09 / 15:09

Human Rights Democracy Unit trusts/OEICs rights TOBAM launches civil and democratic rights equity strategy

'Research shows that greater freedom leads to improved economic conditions, which has a positive effect on local stock markets.'

12.09 / 15:09

BlackRock UK Unit trusts/OEICs Investment Association fixed income Numis BlackRock dominates UK fund flows in July

The strong flows into equity funds marked a turnaround from two consecutive months of net outflows in May (£992m) and June (£1.2bn).

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