Unit trusts/OEICs

Morningstar downgrades Trojan Income as 'behavioural biases' emerge from new manager

UK

Morningstar downgrades Trojan Income as 'behavioural biases' emerge from new manager

Positive to Neutral

clock 23 April 2024 • 1 min read
Asset Value Investors launches open-ended offering of £1.3bn AVI Global trust

Funds

Asset Value Investors launches open-ended offering of £1.3bn AVI Global trust

Managed by Joe Bauernfreund

clock 17 April 2024 • 1 min read
Quintet and BlackRock partner for multi-manager US equity launch

Funds

Quintet and BlackRock partner for multi-manager US equity launch

First of four launches

clock 16 April 2024 • 2 min read
Shareholders approve LGIM open-ended property fund restructure

Unit trusts/OEICs

Shareholders approve LGIM open-ended property fund restructure

Transition likely to complete by July 2025

clock 10 April 2024 • 2 min read
Fidelity Multi-Asset Income loses Square Mile rating on Philalithis retirement

Unit trusts/OEICs

Fidelity Multi-Asset Income loses Square Mile rating on Philalithis retirement

Talib Sheikh to ‘evolve’ fund style

clock 08 April 2024 • 2 min read
RSMR adds targeted absolute return fund to rated list

Unit trusts/OEICs

RSMR adds targeted absolute return fund to rated list

TM Tellworth UK Select

clock 03 April 2024 • 1 min read
Outgoing Schroders UK wealth head Doug Abbott: Retail LTAF will offer alternative route to private markets

Unit trusts/OEICs

Outgoing Schroders UK wealth head Doug Abbott: Retail LTAF will offer alternative route to private markets

Launch expected by end of 2024

clock 27 March 2024 • 4 min read
Aegon increases High Yield Global Bond fund dividend frequency

Unit trusts/OEICs

Aegon increases High Yield Global Bond fund dividend frequency

Move to monthly

clock 19 March 2024 • 1 min read
Less than a fifth of European active equity funds beat passive peers over a decade

Bonds

Less than a fifth of European active equity funds beat passive peers over a decade

Morningstar Active/Passive Barometer

clock 14 March 2024 • 3 min read
Investors pulled £38.1bn from active funds in 2023 as cost of living pressure bites

Bonds

Investors pulled £38.1bn from active funds in 2023 as cost of living pressure bites

Continued pivot to trackers

clock 07 March 2024 • 2 min read
Most read
01

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

20 November 2024 • 3 min read
02

Liontrust profits sink by a further 28% as AUM continues to decline

21 November 2024 • 3 min read
03

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

20 November 2024 • 3 min read
04

Ninety One takes charge of £17.4bn Sanlam IM mandate

20 November 2024 • 2 min read
05

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

20 November 2024 • 2 min read
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