Be wary of multiasset funds Fundhouse
Most multi-asset funds need to offer an income yield around the 5% level to be competitive, says rating agency, Fundhouse, but this is increasingly tough to deliver.
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Author: Geoff Candy
-
-
Year of the stock picker sees underperformers rise
If a rising tide lifts all boats, then the rise of the age of the stock picker has left the number of fund managers stranded, seemingly without a paddle at the bottom of the performance charts.
-
Now is not the time for DFM complacency
At first glance, Royal London Asset Managements entrance into the multi-asset space has little to do with a report issued by the Lang Cat and CWC lamenting the lack of consistent, comparable data on discretionary portfolios. But, both are further evidence of two growing trends that challenge the discretionary fund management outsourcing model.
-
Investors slowly turning back to gold
Interest in the yellow metal by so-called gold tourists, investors that became decidedly less interested following the sharp price correction in 2013, looks to be picking up slightly, UBS said in a note yesterday.
-
Andrew Summers asset allocator
Investec Wealth looks to add value not only by selecting the right funds but also by providing the firms managers with as broad a universe as possible for a truly bespoke service.
-
RLAM hires Greetham to head up new multiasset team
Trevor Greetham has been hired to head up Royal Londons continued push into the multi-asset space. He starts in April.
-
London Capital bring on COO
London & Capital has hired Guy McGlashan to fill the newly created role of chief operating officer.
-
Unflinching Fundhouse to tackle rating agency bias
Advisers got a new string to their bow today in the battle to pick the right fund, a new ratings agency that promises to provide negative ratings where they are warranted.
-
FE lays down risk-targeted gauntlet for IA
Financial Express has taken the decision to stop using the Investment Association’s classification for risk-targeted funds, choosing instead to compare these funds with other risk-targeted vehicles.
-
Square Mile hires Jamie Farquhar
Jamie Farquhar has joined Square Mile Consulting and Research as director of business development.
-
Lack of Income knowledge presents
60% of UK investors taking full advice have no knowledge of income investing, a new survey by JP Morgan Asset Management reveals, while 79% of investors with financial advisers say they have not been approached about income.
-
Further Indian rate cuts likely
The unscheduled 25 basis point rate cut announced on Thursday by the Reserve Bank of India took markets by surprise, but analysts say this could be the first of a number of cuts by the bank this year.