Vanguard
In this Active in Five, Andrew Surrey, active distribution lead at Vanguard, looks at the guiding principles of the active team when partnering with these firms
Funds
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Fidelity Sterling Corporate Bond Fund
In this Fund in Five, Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why falling interest rates, and an attractive starting level of yield, are increasing the investment case for the asset class
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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Fidelity Short Dated Corporate Bond Fund
In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class
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Royal London Global Sustainable Equity Fund
In this Fund in Five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in
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The 15% of US funds that beat the S&P 500 over the past decade
How did these 20 active funds succeed where so many others failed?
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Ninety One Diversified Income promoted to Hargreaves Wealth List
The £845m fund is a good option for ‘cautious investors looking for an alternative to cash as rates fall’
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Peter Rutter’s new firm loses key mandate
Ironbark withdrew two fund mandates that Rutter took with him from RLAM
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Franklin Templeton to overhaul ailing Japan equity fund in value assessment report
FTF Martin Currie UK Opportunities fund could also merge into the FTF Martin Currie UK Rising Dividends fund
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Artemis Short-Duration Strategic Bond Fund
In this Fund in Five, Stephen Snowden, fund manager and head of fixed income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.
