Unit trusts/OEICs Financial News
03.08 / 07:41
stocks
Gold
Futures
bonds
hedge funds
Commodities
Unit trusts/OEICs
reports
risk profile
Odey AM lowers risk profile of Odey European Inc fund - reports
The fund's performance for the year is down 13.6%
02.08 / 20:37
ESG
Aon
Unit trusts/OEICs
emerging markets
UBS AM and Aon team up to launch emerging markets climate transition fund
The fund expands on the UBS Global Equity Climate Transition fund launched in 2022.
01.08 / 14:23
Invesco
Unit trusts/OEICs
assessment of value
St. James's Place
place
12 St James's Place funds fail to deliver value
Of the 12 funds which failed to delivered value, nine will apply lower annual management charges from the end of July 2023.
01.08 / 11:03
inflation
Unit trusts/OEICs
fixed income
Atlantic House launches fixed income fund to profit from rising inflation
Mark Greenwood (pictured) is deputy CIO at Atlantic House Investments
28.07 / 13:57
Asia
Value
equity
Unit trusts/OEICs
Harrington Cooper brings Japanese value fund to UK market
The portfolio is comprised of 30-40 holdings with a focus on the mid-cap space and has a constraint of around $600m due to opportunity set and universe liquidity.
27.07 / 15:17
Unit trusts/OEICs
Odey AM
Odey Asset Management
Odey
Link Fund Solutions
Link Fund Solutions completes windup of LF Odey Portfolio
The fund was removed from Odey Asset Management's website today (27 July).
27.07 / 14:35
Abrdn
Unit trusts/OEICs
abrdn to merge GARS into diversified asset funds
GARS is one of three strategies affected by the review, with the remaining two set to close later this year.
20.07 / 10:53
BlackRock
Unit trusts/OEICs
place
St James's Place makes raft of manager and remit changes to fund range
Tom Beal, director of investments at SJP
19.07 / 10:33
Unit trusts/OEICs
Neuberger Berman unveils tactical macro fund
Based in New York, the manager will also be supported by twelve others within an investment team comprising of CIOs, research analysts, traders and portfolio specialists.
18.07 / 12:39
financial conduct authority
Unit trusts/OEICs
Odey AM
Odey Asset Management
Brook Asset Management
Link Fund Solutions
Link Fund Solutions to lift suspension on LF Brook Absolute Return
'We will continue to work with Odey [AM] and Lancaster on the proposed appointment of Lancaster as an alternative investment manager.'
12.07 / 14:31
Unit trusts/OEICs
Odey AM
Odey Asset Management
Odey
Brook Asset Management
Odey AM subsidiary's LF Brook Absolute Return fund to remain suspended
'We believe it would currently not be possible for the fund to be managed in line with its investment objectives," said LFS
12.07 / 09:31
Unit trusts/OEICs
Liquidation of Aegon AM Property Income fund to take longer than 24 months
As of 23 June, the fund redistributed £296m, representing 78% of NAV on closure
11.07 / 10:35
Healthcare
Unit trusts/OEICs
Redwheel
Redwheel poaches AXA IM manager to lead new healthcare strategy
Peter Hughes, new manager of the Redwheel Life Changing Treatments investment strategy
10.07 / 10:25
UK
Unit trusts/OEICs
Square Mile launches six passive model portfolios
Square Mile said portfolio construction aims to draw on the strategic asset allocation applied by the firm’s broader range of bespoke portfolio solutions
07.07 / 11:39
Unit trusts/OEICs
schroders
UK investors
Schroders gives UK investors access to Global Sustainable Food and Water fund
Since inception, the fund suffered negative performance of -1.4% Credit: iStock
06.07 / 13:55
companies
Unit trusts/OEICs
Odey AM
Odey
Brook Asset Management
Odey Asset Management to reopen Odey Special Situations fund
The Odey Special Situations fund is the second suspended fund to reopen.
05.07 / 01:11
Unit trusts/OEICs
Odey Asset Management
suspensions
Odey AM subsidiary to reopen first fund since suspensions
Odey AM is in discussions to transfer the fund to Lancaster Investment Management
04.07 / 15:09
US
Unit trusts/OEICs
Columbia Threadneedle closes US fund over AUM concerns
The fund will be liquidated on 13 July
04.07 / 10:57
Unit trusts/OEICs
Odey Asset Management
Odey in talks to transfer Special Situations fund to Green Ash Partners
The discussions are subject to due diligence and necessary fund board, ACD, management company and regulatory approvals.
04.07 / 10:57
VISA
MasterCard
inflation
Interest rates
Unit trusts/OEICs
Blue Whale bets on Mastercard and Visa as inflation hedge
Yiu is also confident in tech companies such as Nvidia, ASML and Lam Research, which made it to the fund's top ten holdings.
04.07 / 07:41
companies
Unit trusts/OEICs
Odey AM
Odey Asset Management eyes restructure of Odey European Inc and OEI MAC funds
Freddie Neave would remain as manager and be rehoused at the new investment manager for the funds
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