The year investment trusts were brought back down to earth
F&C director of UK and European equities Peter Lees is to hand over his UK equity fund responsibilities as the group bids to turn around performance, Investment Week can reveal.
Fund managers should consider splitting funds when they reach a critical size, as Fidelity famously did back in the noughties, according to a study conducted by the Pensions Institute at Cass Business School.
Sarasin has scrapped the performance fee and reduced the annual management charges on its AgriSar fund as it prepares to rename the vehicle.
Data provider FE is to launch five new multi-asset sectors later this month based on risk ratings to help users compare funds in an increasingly complex space.
A number of global emerging market fund managers have been cutting exposure to the defensive consumer staples sector, as fund buyers warn their positioning has damaged performance.
Rayner Spencer Mills' research directors Ken Rayner and Graham O'Neill have picked a selection of funds from the IMA sector universe which have seen a recent rebound in performance.
The start of 2013 has brought some new year cheer to equity investors, with the FTSE 100 set to record its best January for decades as stock markets around the globe continue to rise.
Morningstar has revealed how it intends to present past fund performance post-RDR, following the introduction of new ‘clean' share classes.
Bestinvest's list of 'dog funds' highlights funds that have underperformed their benchmark by 10% or more cumulatively over the last three years.
There has been a 187% increase in the amount of money sitting in underperforming dog funds this year to £26.5bn, Bestinvest's latest "Spot the dog" list has revealed.
Kames Capital is to waive the performance fee on its £65m UK Equity Absolute Return fund for the rest of the year, and will cut it in half from 2013 onwards.
Investors should wait six months before buying a newly-launched fund, and then only if it has already posted strong performance, according to analysis carried out by Dennehy Weller & Co.
Stephen Peters, investment trust analyst at Charles Stanley, says unjustifiably arrogant trusts are not helping the wider sector ‘survive and thrive' in the face of increasing competition.
Vanguard's Jeffrey Molitor on why the zero sum game theory is difficult for managers to overcome
Baptism of fire sees UBS Global Allocation manager Andreas Koester deliver top-quartile returns through sharp market correction
Martin Currie manager is seeking out 20%-25% on a reasonable investment horizon on his Global Energy vehicle one year on from its launch
Only four investment funds that achieved S&P AAA status in 1995remain AAA-rated today. How did they achieve this feat?
PSigma Balanced Managed Fof head has negotiated the fund well through volatility
Quality core holdings with a satellite portfolio deliver top-decile performance