Kepler trust ratings 2024: Smid-cap trusts offer new opportunities
Mercantile, Schroder UK Mid Cap and Montanaro UK Smaller Companies among the trusts highlighted for consistent performance
Mercantile, Schroder UK Mid Cap and Montanaro UK Smaller Companies among the trusts highlighted for consistent performance
Investment adviser’s call option a ‘structural conflict’, the trust’s board said
Michael O’Donnell named as Lynne Fennah’s successor
Market and investment performance added £4.9bn to funds under management and advice in Q4
Money market funds were the only asset class to achieve positive net flows in 2023
Current global growth equities head Mark Hawtin to move to Liontrust
Tobacco and alcohol prices contributed to the 0.1% increase on November’s 3.9% CPI figure
Annabel Barrow joins as senior investment manager
Will create UK’s largest independent investment bank upon completion
Kunal Kothari joins from Columbia Threadneedle Investments
Vishal Bhatia, Mark Costar and Tom Matthews appointed portfolio managers
Will James will co-manage the Guinness European Equity Income fund