Managed funds

Concerns about US rate rise impact on EMs

Long term succession planning

Based on existing institutional strategy

'Premium HNW solution for all clients'

To sit in IA Unclassified sector

Plans to convert £1.1bn Managed Balanced to UCITS

Discretionary range driving growth

Vanguard has removed the dilution levy on its Lifestrategy funds after the range surpassed £2bn in assets under management.

Alex Farlow reveals the criteria independent researcher Square Mile uses to identify the best risk-targeted funds.

In the next article in the series, FE Trustnet's Joshua Ausden considers three highly-rated UK equity managers and examines which of their portfolios are most attractive.