Unit trusts/OEICs

AJ Bell amends price and value assessments criteria for funds

Investment Trusts

AJ Bell amends price and value assessments criteria for funds

Chrysalis Investments included

clock 03 June 2024 • 2 min read
Premier Miton's Ian Rees to assume full responsibility of multi-manager team

People moves

Premier Miton's Ian Rees to assume full responsibility of multi-manager team

Rees to lead as Hambidge steps back

clock 29 May 2024 • 1 min read
Ewan Markson-Brown left without funds after CRUX double closure

People moves

Ewan Markson-Brown left without funds after CRUX double closure

CRUX Asia ex-Japan and CRUX China funds

clock 28 May 2024 • 1 min read
Candriam expands sustainable equity range with EM ex-China fund launch

Unit trusts/OEICs

Candriam expands sustainable equity range with EM ex-China fund launch

Managed by Vivek Dhawan

clock 28 May 2024 • 1 min read
Invesco cuts fees on underperforming European equity income and global small-cap funds

Unit trusts/OEICs

Invesco cuts fees on underperforming European equity income and global small-cap funds

One additional strategy to rebrand

clock 16 May 2024 • 2 min read
Schroders places European Alpha Plus fund under review as underperformance lingers

Unit trusts/OEICs

Schroders places European Alpha Plus fund under review as underperformance lingers

Assessment of value report

clock 08 May 2024 • 3 min read
Tatton IM launches three passive multi-asset funds

Unit trusts/OEICs

Tatton IM launches three passive multi-asset funds

Complement Tatton’s existing strategies

clock 07 May 2024 • 1 min read
Trio of Aviva Investors funds fail to deliver value to investors as performance suffers

Companies

Trio of Aviva Investors funds fail to deliver value to investors as performance suffers

Including £3.2bn Corporate Bond fund

clock 02 May 2024 • 2 min read
Dimensional Fund Advisors launches Sterling Short Duration Real Return fund

Unit trusts/OEICs

Dimensional Fund Advisors launches Sterling Short Duration Real Return fund

Inflation protection

clock 02 May 2024 • 1 min read
Jupiter Merlin to retain £480m investment in Global Value fund after Whitmore exit

Unit trusts/OEICs

Jupiter Merlin to retain £480m investment in Global Value fund after Whitmore exit

To be managed by Brian McCormick

clock 29 April 2024 • 1 min read
Most read
01

ISA reform 'under review' after absence in Budget and Mansion House

20 November 2024 • 3 min read
02

Jupiter plans merger of former Dan Nickols UK small-cap fund by end of year

20 November 2024 • 2 min read
03

Ninety One takes charge of £17.4bn Sanlam IM mandate

20 November 2024 • 2 min read
04

Pridham Report: Nearly two thirds of UK's largest fund groups record weaker net retail sales in Q3

20 November 2024 • 3 min read
05

Liontrust partners with BlackRock Aladdin and BNY for front-office tech solution

20 November 2024 • 2 min read
Trustpilot