Morningstar
UK
IM Matterley Undervalued Assets fund delivers more than 30% to investors over three years as managers seek businesses trading below ‘build price'
10 October 2011
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Absolute Return
Fund groups have applauded Morningstar's move to scrap its absolute return sector in favour of 18 different alternative investment categories, calling on the IMA to consider a similar move.
05 September 2011
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Investment Trusts
The judging process for the 13th annual Investment Trust of the Year Awards has begun, with the addition of a new judge and award categories.
12 August 2011
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US
J.P. Morgan is set to overhaul its £292m America Equity fund next month, slashing 50% of the portfolio's holdings.
25 July 2011
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UK
The Investment Management Association (IMA) has appointed Morningstar UK to monitor funds across its sectors.
29 June 2011
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Global
RWC Partners has expanded its convertibles range with a fund focusing specifically on the Asian region.
27 June 2011
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Investment
Schroders' behemoth Income fund has had one of its worst periods of performance relative to peers following the handover to managers Kevin Murphy and Nick Kirrage.
16 May 2011
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1 min read
Investment Trusts
Morningstar's closed-ended fund strategist Mike Taggart believes investors will continue to largely shun "secretive" investment trusts until they improve transparency.
16 May 2011
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