Unit trusts/OEICs

Over 1,200 funds face SDR compliance 'challenges' as deadline looms

Regulation

Over 1,200 funds face SDR compliance 'challenges' as deadline looms

Have three months to decide

clock 05 September 2024 • 2 min read
AllianceBernstein closes UK-domiciled Concentrated Global Equity fund

Funds

AllianceBernstein closes UK-domiciled Concentrated Global Equity fund

Much larger SICAV remains open

clock 28 August 2024 • 1 min read
Columbia Threadneedle to cap ongoing charges on two American and European equity funds

Companies

Columbia Threadneedle to cap ongoing charges on two American and European equity funds

Following value assessment

clock 06 August 2024 • 2 min read
Blue Whale adds Philip Morris to top ten amid push for 'smoke-free world'

Funds

Blue Whale adds Philip Morris to top ten amid push for 'smoke-free world'

Focus on alternative nicotine products

clock 06 August 2024 • 1 min read
Royal London UK Opportunities fund fails value assessment as underperformance lingers

Companies

Royal London UK Opportunities fund fails value assessment as underperformance lingers

‘Further action’ under consideration

clock 29 July 2024 • 2 min read
AEW to adopt 'Sustainability Impact' SDR label for UK Impact fund

Regulation

AEW to adopt 'Sustainability Impact' SDR label for UK Impact fund

From 31 July 2024

clock 01 July 2024 • 1 min read
Carlyle brings new private equity offering to non-US investors

Unit trusts/OEICs

Carlyle brings new private equity offering to non-US investors

Primary and secondary investments

clock 24 June 2024 • 1 min read
Eric Sturdza Investments launches US-focused small and mid-cap strategy

Unit trusts/OEICs

Eric Sturdza Investments launches US-focused small and mid-cap strategy

Strategic US Opportunities fund

clock 18 June 2024 • 1 min read
Schroders launches emerging markets value fund in the UK

Unit trusts/OEICs

Schroders launches emerging markets value fund in the UK

Managed by Vera German and Juan Torres

clock 17 June 2024 • 2 min read
BNY Mellon undergoes name change amid extensive rebrand

Investment

BNY Mellon undergoes name change amid extensive rebrand

Shortened name across subsidiaries

clock 12 June 2024 • 1 min read
Most read
01

Race for private markets M&A: Traditional asset managers face list of hurdles in making tie-ups pay

11 September 2024 • 8 min read
02

UK economic growth stagnates for second month in a row

11 September 2024 • 2 min read
03

Fed rate cut a 'near certainty' as US inflation drops to 2.5% beating expectations

11 September 2024 • 2 min read
04

Ninety One Diversified Income added to Hargreaves Lansdown Wealth Shortlist

11 September 2024 • 3 min read
05

FCA 'considering' extending SDR flexibility to portfolio management

10 September 2024 • 2 min read
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