The Investment Management Association (IMA) has urged fund groups to roll over past performance of existing fund retail classes to new ‘clean' RDR share classes.
Morningstar has revealed how it intends to present past fund performance post-RDR, following the introduction of new ‘clean' share classes.
JPMAM's Neil Gregson talks to Jenny Cosgrave about a frustrating year for commodities investors.
Top UK equity income managers have been cutting their weighting in tobacco stocks as concerns over earnings momentum and new rules on plain packaging put pressure on share prices.
Equity fund flows surged to €1.91bn in September, the first positive monthly figure since February, Morningstar's latest European fund flows data has shown.
Liontrust Asset Management's James Inglis-Jones have revealed some of the key long and short positions they have in European stocks, which are driving the European Absolute Alpha fund.
Clive Beagles, manager of the £1.3bn JO Hambro Capital Management UK Equity Income fund, is continuing to back UK domestic names, throwing his weight behind unpopular "market laggards" Tesco and Halfords.
The manager of the GAM Star US All Cap Equity fund has overhauled his portfolio in an attempt to boost returns following a period of lacklustre performance and outflows.