Funds

Literacy Capital raises management fee from 0.9% to 1.5%

Investment Trusts

Literacy Capital raises management fee from 0.9% to 1.5%

Charitable donations also adjusted

clock 08 October 2024 • 2 min read
Savvides takes over £1bn smaller mandate from Whitmore as investors flee funds

Funds

Savvides takes over £1bn smaller mandate from Whitmore as investors flee funds

AUM on both funds has dropped sharply

clock 08 October 2024 • 4 min read
HSBC AM launches UK-domiciled S&P 500 Equal Weight index fund

ETFs

HSBC AM launches UK-domiciled S&P 500 Equal Weight index fund

Thermal Coal Screened index

clock 07 October 2024 • 1 min read
Deep Dive: VCT fundraising back in vogue despite concerns of upcoming tax hikes in Budget

VCTs/EIS

Deep Dive: VCT fundraising back in vogue despite concerns of upcoming tax hikes in Budget

VCTs raised £882m in 2023-24 tax year

clock 04 October 2024 • 4 min read
Square Mile suspends Keystone Responsible Change's 'Responsible A' rating amid rollover consultation

Funds

Square Mile suspends Keystone Responsible Change's 'Responsible A' rating amid rollover consultation

Square Mile Academy of Funds

clock 04 October 2024 • 2 min read
Fidelity clients rotate into growth assets on the back of rate cuts

Platforms

Fidelity clients rotate into growth assets on the back of rate cuts

Technology and EM

clock 04 October 2024 • 2 min read
abrdn rolls out blueprint for alternative cost disclosure documents as industry awaits final regulatory call

Investment Trusts

abrdn rolls out blueprint for alternative cost disclosure documents as industry awaits final regulatory call

Statement of Operating Expenses

clock 03 October 2024 • 2 min read
BNY closes amber-rated Newton Managed Targeted Return fund after failed merger

Funds

BNY closes amber-rated Newton Managed Targeted Return fund after failed merger

Underperformance challenges

clock 03 October 2024 • 2 min read
Equity fund flows turn negative as investors shun UK

Investment

Equity fund flows turn negative as investors shun UK

Calastone Fund Flow index

clock 03 October 2024 • 2 min read
Listed property woes force Residential Secure Income REIT to table wind-down proposal

Investment Trusts

Listed property woes force Residential Secure Income REIT to table wind-down proposal

Portfolio realisation strategy

clock 03 October 2024 • 2 min read
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