Unit trusts/OEICs
AIC chairman: Trust providers must do more on pricing
Andrew Bell, chairman of the Association of Investment Companies (AIC), has warned many boards have not moved quickly enough to reduce charges on their investment trusts.
Natixis launches US Leaders fund with backing from Aberdeen
Natixis Global Asset Management (NGAM) has launched its second onshore fund, the Loomis Sayles US Leaders fund, with seed money from Aberdeen Asset Management.
Jane's Darwin unveils model portfolio service
Darwin Investment Managers has launched a model portfolio service comprising three funds managed by multi-asset veteran David Jane.
Threadneedle's Fleming: RDR may push up charges 'at every level'
THE BIG INTERVIEW
Ashcourt Rowan looks to life money for buy list stability
Ashcourt Rowan's new head of funds research has moved to counter dwindling bond market liquidity by adding funds with "more stable" asset bases to the group's buy list.
Forey hunts in mid-cap space to give boost to JPM Emerging Markets
J.P. Morgan Asset Management's Austin Forey and his new co-manager Leon Eidelman are looking to add a mid-cap slant to their £1.1bn Emerging Markets fund to give performance a boost.
FSA in talks with asset managers over simplifying fund closures
The Financial Services Authority (FSA) is holding discussions with asset managers over more effective ways to allow groups to close open-ended funds to new investors.
Fidelity launches short-duration version of MoneyBuilder Income fund for Spreadbury
Fidelity is launching a short-duration version of bond manager Ian Spreadbury's £3.3bn MoneyBuilder Income fund.
EFG readies multi-asset Global Alpha fund for UK market
EFG Asset Management, part of Zurich-based private bank EFG International, is launching a multi-asset OEIC in April as part of its expansion into the UK.
Global equities: How to choose the winners
Clyde Rossouw, manager of the Investec Global Franchise fund, talks to Dan Jones about his strategy and recent portfolio moves.
Investment trust charges under pressure as OEICs undercut rivals
Investment trust providers are coming under pressure to reduce annual management charges after being undercut in certain sectors of the market by OEICs and unit trusts.
Can the structure of a fund boost income returns?
INVESTMENT TRUSTS
Pease acknowledges Duffield influence
Henderson's Richard Pease has named New Star founder John Duffield as the person who has had the greatest influence on his career.
Revealed: The quiet revolution in investment trusts
INVESTMENT TRUSTS
What have DFMs ever given us?
The growth of DFM-style management is a triumph for the idea investment solutions should focus on client needs.
Investec launches RDR-ready share classes
Investec Asset Management is the latest group to launch a range of clean share classes ahead of the year-end RDR deadline.
DSP's Spence strives to continue Dalton's legacy
Katie Holliday asks Dalton Strategic Partnership's CEO Magnus Spence how the firm has coped with the passing of its charismatic co-founder Andrew Dalton.
One To Watch: Franklin Templeton US Opps
Despite its roots across the Atlantic, Franklin Templeton is best known in the UK as an emerging markets specialist and, since its acquisition of Rensburg, for its UK equity capabilities.
JOHCM plans high-conviction Global Opportunities fund
JO Hambro Capital Management (JOHCM) is to launch a Global Opportunities fund for Ben Leyland, manager on the top-performing UK Opportunities fund, by the end of Q2.
Henderson: How I bounced back from a painful 2008
James Henderson has managed Henderson Global Investors' UK Equity Income fund since 2005, taking on the mandate after a long spell at the asset manager.
Advisers: our top investment trust picks
Three advisers argue the case for investment trusts and reveal some of their favourites.
Adviser view: why trusts should not be ignored
A number of misunderstandings have put advisers off the investment trust space, but excluding them from clients' portfolios is a big mistake, says Paul Taylor, managing director at McCarthy Taylor.
Will the UK's new tax-friendly fund meet expectations?
Suzi Edwards, senior manager in the Deloitte Stamp Tax Consultancy, examines the potential success of the proposed UK contractual fund against its European competitors for UK stamp tax purposes.
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