Unit trusts/OEICs

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
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
Most read
01

abrdn reshuffles fixed income team as global head Craig MacDonald exits after two decades

06 September 2024 • 2 min read
02

Schroders portfolio manager departs after 13 years

06 September 2024 • 1 min read
03

Fundsmith Equity ditches Diageo amid declining share price

05 September 2024 • 1 min read
04

Ex-Waverton duo's boutique hires investment manager from Ruffer

06 September 2024 • 1 min read
05

HMRC lifts ban on fractional shares in ISAs – reports

04 September 2024 • 1 min read
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