Marlborough UK Multi-Cap Growth
Marlborough Fund Managers is to overhaul its US equity fund and rename its European equity offering to emphasise its focus on multi-cap investing.
Part II: Is peripheral Europe overvalued?
The UK Equity Income sector's total return outstripped other income-focused offerings in the last year, easily surpassing Asian, European and global equity market products. Does that make now a good time to switch?
FUND MANAGER FOCUS
A large proportion of funds in the IMA UK Smaller Companies sector have failed to produce alpha over the long term, amid a strong rally in small-cap stocks.
Marlborough has rebranded its UK Leading Companies fund as the UK Multi-Cap Growth fund.
Marlborough Fund Managers is to merge away Geoff Hitchin (pictured) and Nicholas Cooling's UK Income & Growth trust in January.
In an environment where bonds have sold off and equities look expensive, providing a return above inflation is tough, Edward Allen of Thurleigh Investment Managers tells Anna Fedorova.
Marlborough has soft-closed its Nano-Cap Growth fund after it attracted almost £90m during its launch period.
Chelsea Financial Services (CFS) has highlighted ten funds which have consistently underperformed peers over the last three years, suggesting investors in these funds should rethink their allocations.
The Investment Management Association (IMA) has removed a further two funds from its UK Equity Income sector for undershooting minimum yield requirements over the past three years.
Top performing small-cap manager Giles Hargreave has stepped down from his co-manager role on the £90m Marlborough UK Leading Companies, handing the mandate to Richard Hallett.
Investors have ploughed more than £34bn into underperforming funds which have severely lagged peers over the past three years, the latest RedZone report from Chelsea Financial Services reveals.
Marlborough has opened up Giles Hargreave's popular £640m Special Situations fund to offshore investors after launching a Guernsey-domiciled feeder fund providing access to the strategy.
Geoff Hitchin, manager of the Marlborough Global Bond fund, looks at how investors can protect their portfolios against any further weakening of the pound.
Charles MacKinnon, chief investment officer at Thurleigh Investment Managers, has named five funds he is backing as he looks to boost exposure to equities in his portfolios.
ON UK GROWTH
As advisers digest last week's revelation that top UK fund manager Richard Buxton is to exit Schroders after more than a decade at the group, attention is now turning to where to invest next.
Giles Hargreave has been boosting his stakes in online gaming companies, to capitalise on a relaxation of legal restrictions on internet gambling in the United States.