Unit trusts/OEICs

Ewan Markson-Brown left without funds after CRUX double closure

People moves

Ewan Markson-Brown left without funds after CRUX double closure

CRUX Asia ex-Japan and CRUX China funds

clock 28 May 2024 • 1 min read
Candriam expands sustainable equity range with EM ex-China fund launch

Unit trusts/OEICs

Candriam expands sustainable equity range with EM ex-China fund launch

Managed by Vivek Dhawan

clock 28 May 2024 • 1 min read
Invesco cuts fees on underperforming European equity income and global small-cap funds

Unit trusts/OEICs

Invesco cuts fees on underperforming European equity income and global small-cap funds

One additional strategy to rebrand

clock 16 May 2024 • 2 min read
Schroders places European Alpha Plus fund under review as underperformance lingers

Unit trusts/OEICs

Schroders places European Alpha Plus fund under review as underperformance lingers

Assessment of value report

clock 08 May 2024 • 3 min read
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
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