fund performance

Liontrust to reduce ongoing charges on three funds after AoV red ratings

Funds

Liontrust to reduce ongoing charges on three funds after AoV red ratings

Including Special Situations fund

clock 06 November 2026 • 2 min read
Quilter Investors' CIO Marcus Brookes takes over Cirilium management duties

Multi-asset

Quilter Investors' CIO Marcus Brookes takes over Cirilium management duties

Following AoV red flags

clock 03 November 2026 • 2 min read
AIC says nine in 10 trusts outperformed open-ended 'sister funds'

Investment Trusts

AIC says nine in 10 trusts outperformed open-ended 'sister funds'

Nearly three quarters over five years

clock 20 October 2026 • 1 min read
FSSA Investment Managers to revive First State Investments brand

Funds

FSSA Investment Managers to revive First State Investments brand

Effective 24 November

clock 24 September 2026 • 2 min read
Nine SJP funds flagged for underperformance in AoV despite improvements from last year

Funds

Nine SJP funds flagged for underperformance in AoV despite improvements from last year

89% of assets given green light

clock 22 September 2026 • 2 min read
HL drops Legal & General UK Mid Cap Index strategy in Wealth Shortlist review

Funds

HL drops Legal & General UK Mid Cap Index strategy in Wealth Shortlist review

'One UK mid-cap index fund is enough'

clock 18 September 2026 • 1 min read
HL adds BlackRock European Dynamic fund to Wealth Shortlist

Funds

HL adds BlackRock European Dynamic fund to Wealth Shortlist

Returned over 140% since 2019

clock 24 August 2026 • 1 min read
Almost 90% of Franklin Templeton's funds deemed to deliver value overall

Companies

Almost 90% of Franklin Templeton's funds deemed to deliver value overall

Two funds red flagged

clock 19 August 2026 • 2 min read
Ninety One marks three global funds for improvement in AoV

Companies

Ninety One marks three global funds for improvement in AoV

Delivering only ‘satisfactory’ value

clock 17 August 2026 • 2 min read
Quilter Investors red flags majority of Cirilium Active funds alongside 17 sub-advised funds in AoV

Companies

Quilter Investors red flags majority of Cirilium Active funds alongside 17 sub-advised funds in AoV

Performance concerns

clock 13 August 2026 • 2 min read
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