Unit trusts/OEICs Financial News

11.09 / 10:45

bonds Unit trusts/OEICs Global Nomura AM high yield Nomura AM launches Article 8 US high yield fund

'Sustainability has become a key element in the holistic assessment of a company's credit quality.'

08.09 / 12:33

BlackRock UK companies Unit trusts/OEICs assessment of value pricing BlackRock to introduce tiered pricing for UK retail funds with at least £1bn AUM

'BlackRock believes that tiered pricing represents an appropriate way to share further scale benefits on eligible BFM funds to UK retail investors.'

07.09 / 15:29

Unit trusts/OEICs liontrust Liontrust China shareholders oppose merger with EM strategy

Both funds have been underperforming their respective sector for a few years.

07.09 / 12:25

UK equity funds Unit trusts/OEICs ETFs Inflows equity funds IA: Equity funds hit 18-month inflow high in July

Chris Cummings (pictured) is CEO of the Investment Association.

06.09 / 13:53

UK Unit trusts/OEICs People moves Ruffer Ruffer hands over UK small caps mandate to equity manager as Trevor Wild departs

Wild has been at the company since 2008.

06.09 / 11:27

Sustainability Fidelity ESG Unit trusts/OEICs ETFs International Fidelity International expands sustainable range with eight Article 9 funds

Jenn-Hui Tan (pictured) is chief sustainability officer at Fidelity International.

06.09 / 11:27

property ESG Unit trusts/OEICs AEW social housing Home REIT Investment manager Home REIT investment manager AEW launches UK Impact fund

AEW UK Impact is an open-ended property fund seeded with a diversified £100m portfolio of UK assets, including specialist supported living, key worker accommodation and care homes.

05.09 / 15:31

BlackRock Unit trusts/OEICs 'Lack of new investor interest' forces BlackRock to shut $22m China Flexible Equity fund

The fund will be liquidated on 7 November 2023.

05.09 / 12:01

Europe UK Unit trusts/OEICs BNY european equity BNY Mellon IM launches Article 8 long-term European equity fund

Sasha Evers (pictured) is head of retail intermediary distribution for Europe at BNY Mellon Investment Management

05.09 / 07:43

Invesco UK Unit trusts/OEICs multi-asset Invesco UK funds and Aviva multi-asset range earn ratings from RSMR

The Invesco UK Opportunities fund and Invesco UK Enhanced Index fund have not been rated by RSMR before, with the firm praising both funds for their track records.

01.09 / 13:41

Unit trusts/OEICs People moves Premier Miton european equity Will James leaves Premier Miton as European Equity Income fund folds

Premier Miton closed its European Equity Income fund on 29 June 2023.

31.08 / 12:23

Unit trusts/OEICs multi-asset BNY BNY Mellon IM launches multi-asset moderate fund for Paul Flood

Paul Flood, head of mixed assets at Newton IM and manager of the fund

30.08 / 11:31

Asia Unit trusts/OEICs emerging markets liontrust Liontrust set to merge China fund into EM portfolio as assets shrink

The China fund’s primary manager, Ruth Chambers, has led the fund for the last five years, having joined Liontrust in its acquisition of Neptune in 2019.

15.08 / 14:39

Nomura Unit trusts/OEICs Global Nomura AM Nomura AM launches corporate hybrid bond fund

Julian Marks, manager of the Nomura Funds Ireland — Corporate Hybrid Bond fund

14.08 / 12:23

Invesco Abrdn Unit trusts/OEICs Columbia Threadneedle equities St. James's Place Artemis equity funds Spot the Dog: Number of consistently underperforming equity funds soars to 56

The report also identified nine ‘great danes’ – underperforming funds with assets over £1bn – up from six in February.

14.08 / 08:21

Unit trusts/OEICs multi-asset Jupiter rebrands Multi-Asset Income fund

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

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%.

10.08 / 13:29

regulation FCA Unit trusts/OEICs Investment Association Consumer Duty assessment of value FCA: Managers 'undermine' value assessment process by basing fees off competitors

'It is vital that firms make sure they are not solely focused on a fund’s profitability over value for money for investors.'

09.08 / 11:33

bonds Unit trusts/OEICs People moves schroders Schroders renames global fixed income desk and reshuffles manager lineup

Julian Houdain (pictured) is taking over several funds after the reshuffle

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

07.08 / 14:51

ESG Unit trusts/OEICs Diversity fund launch Nordea AM rebrands diversity fund in engagement push

'Expanding the investment focus of this fund gives us a broader scope, which translates into broader impact.'

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