|
Fortis to open Green Tigers to retail investors
By Fund Strategy 08-Feb-2010 09:22 AM
Fund adds retail share class for registration in UK.
|
|
Henderson may launch tilted trackers
By Fund Strategy 08-Feb-2010 09:22 AM
Tilted trackers are index-tracking funds in which the manager can make small active bets to tilt the portfolio slightly away from the index.
|
|
Aegon brings Global Opportunities fund to market
By Fund Strategy 05-Feb-2010 07:23 PM
Fund targets investors wanting global macro exposure and absolute returns from diversified portfolio.
|
|
UK savings ratio still dire - Plackett
By Lora Coventry 27-Jan-2010 08:00 AM
The effects of the credit crunch are still visible in the poor savings ratios in the UK and US, says BlackRock's Richard Plackett.
|
|
Advance Emerging Capital rolls out Brazil fund
By Fund Strategy 05-Jan-2010 05:00 PM
The Advance Brazil Leblon Equities fund, a Dublin-domiciled unit trust, will target deep value opportunities in mid- and small-cap companies.
|
|
Braemar offshore funds - information via Trustnet
By Jonathan Boyd 05-Jan-2010 12:00 PM
Braemar has taken advantage of the ability to distribute more information on its regulated offshore funds via Trustnet.
|
|
Swip launches multi-manager product for Harries and Wood
By Fund Strategy 05-Jan-2010 12:00 AM
According to the group, the fund reduces over-reliance on equities as a long-term growth generator. Mark Harries, the head of multi-manager, and Simon Wood will manage the fund and are targeting a return of 6% above the London Interbank Offered Rate (L...
|
|
Fidelity to rename Sterling Bond fund
By Fund Strategy 05-Jan-2010 12:00 AM
The £359m fund, which is managed by Ian Spreadbury, will be renamed Fidelity Strategic Bond.
The group says the new name is more closely aligned with the mandate of the fund.Spreadbury says at present investment grade cor...
|
|
GHC appoints Harper to manage fund range
By Fund Strategy 05-Jan-2010 12:00 AM
The group’s Oeics are split into three distinct umbrellas: three Resilient funds, four Multi-Mana...
|
|
Manager focus: Colin McLean
By Fund Strategy 05-Jan-2010 12:00 AM
Gold now accounts for about 10% of his portfolio, up from 4% early in 2009. McLean has also added to copper and o...
|
|
Corporate bond funds see further outflows
By Fund Strategy 05-Jan-2010 12:00 AM
In its latest monthly statistics, the IMA reveals that corporate bond funds saw a net outflow of £9.8m in November, following an £11.7m outflow in October. For the second month running, property funds are the most popular retail sector amon...
|
|
Liontrust appoints Adrian Collins as chairman
By Fund Strategy 04-Jan-2010 05:00 PM
Collins replaces Bernard Asher, who remains as the non-executive director of Liontrust.
|
|
Meteor acquires NDF and DRL investment books
By Fund Strategy 04-Jan-2010 05:00 PM
Meteor will take on responsibility for the administration of accounts including the processing of income payments, surrenders and maturities.
|
|
OBSR adjusts ratings of several funds
By Fund Strategy 04-Jan-2010 10:00 AM
The firm has removed the suspended rating on Artemis UK Growth, reintroducing it to the service.
|
|
RLAM announces Oeic conversion
By Fund Strategy 12-Oct-2009 05:00 PM
Royal London Asset Management (RLAM) plans to converts its range of unit trusts to an Oeic structure over a five-phased conversion period, ending April next year.
|
|
Macquarie to expand offshore/Oeic offering in UK
By Money Marketing 22-Sep-2009 05:00 PM
In a presentation published on the Australian stock exchange, the bank revealed plans to expand its UK offshore offering on the back of its April launch of the platform, as well as continuing to pursue growth initiatives for its UK wrap service, including new payment solutions and technology.
|
|
Smith & Williamson looks to residential property
By Fund Strategy 15-Sep-2009 05:12 PM
Smith & Williamson today announced the launch of Dualinvest, a two- or three-year closed-ended unit trust investing in British residential property.
|
|
Julius Baer launches Japan fund
By Fund Strategy 15-Sep-2009 12:12 PM
Julius Baer has launched its Japan Stock fund in Britain, giving investors exposure to excess returns from Japan's equities.
|
|
OBSR downgrades T.Bailey Growth to A
By Leonora Walters 31-Jul-2009 12:00 PM
OBSR has downgraded its rating on the T.Bailey Growth fund to A.
|
|
S&P awards A rating to F&C ethical funds
By Leonora Walters 16-Jul-2009 11:30 AM
Standard & Poor's has rated the F&C Stewardship Growth and Stewardship Income funds an A rating.
|
|
OBSR awards A rating to Allianz RCM BRIC Stars and Japan
By Leonora Walters 13-Jul-2009 01:00 PM
Ratings agency OBSR has awarded an A rating to two Allianz funds.
|
|
Aberdeen sells 10 former CS funds to Premier
By Leonora Walters 13-Jul-2009 12:30 PM
Aberdeen Asset Management is selling ten of the funds it bought from Credit Suisse to Premier Asset Management for £23m in cash.
|
|
Virgin Money defends high charges
By Fund Strategy 06-Jul-2009 05:20 PM
Virgin Money has defended the 1% total expense ratio (TER) on its Index Tracker fund as more signs of a passive funds price war emerged last week.
|
|
Ignis plans to set up eight to 10 joint ventures
By Fund Strategy 06-Jul-2009 05:15 PM
Ignis Asset Management will press ahead with plans to create 8-10 joint ventures, despite terminating its Maia Capital Partners boutique last week.
|
|
Skandia brings passive funds to the retail sector
By Fund Strategy 29-Jun-2009 12:00 PM
Skandia has brought two passively managed funds to the retail market.
|
|
Fundamental brings corporate bond fund onshore, looks to launch energy fund
By Leonora Walters 23-Jun-2009 01:00 PM
Fundamental Asset Management has launched an onshore version of its corporate bond fund which is available to retail investors.
|
|
Manager focus: Alan Nesbit
By Fund Strategy 19-Jun-2009 05:20 PM
Investing in emerging markets means looking for ways to capture faster growth and powerful demographics, says Alan Nesbit, the deputy head of First State's global emerging markets team.
|
|
Duce and Kearney funds retain OBSR ratings
By Fund Strategy 15-Jun-2009 12:00 PM
Old Broad Street Research (OBSR) announced today it is retaining its A rating on the Credit Suisse Multi-Manager Portfolio Funds.
|
|
OBSR suspends Artemis New Enterprises rating
By Leonora Walters 12-Jun-2009 11:15 AM
Following the announcement that Artemis plans to merge the Artemis New Enterprises fund into the Artemis UK Special Situations fund, Old Broad Street Research (OBSR) has taken the decision to suspend the A Rating on the fund with immediate effect.
|
|
Stick back on Wealth 150
By Fund Strategy 11-Jun-2009 05:00 PM
Hargreaves Lansdown has moved Carl Stick's Rathbone Income fund back onto its Wealth 150 list of recommended funds.
|