JPMAM and BNY Mellon in the doghouse for underperforming equity income giants
£3.9bn JPM US Equity Income fund named and shamed in Spot the Dog alongside Nick Clay’s former £3.5bn global income vehicle
Funds
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Hargreaves flags eight multi-manager funds for performance issues
Six funds ‘require continued focus’ while two do not represent value, according to its third value assessment
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Liontrust and Buffettology funds axed from II buy list following Morningstar makeover
Five funds, including two placed under review, ejected in Super 60 restructure
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UK fund buyers not yet ready to splash the cash
Despite claiming to be positive about the coming year
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Liontrust acquisition of Majedie raises questions about ‘obvious overlap’ in UK funds
Anthony Cross and Julian Fosh already have a well-established £10bn UK equity range
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Square Mile removes rating from BMO Gam multi-manager range on value for money grounds
£940m Baillie Gifford UK Equity Alpha fund also demoted following Gerard Callahan’s retirement
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Alexandra Jackson’s UK opportunities fund bags Fundcalibre Elite rating
Schroders British Opportunities trust among seven funds to land top rating
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II places Lindsell Train Japan fund under review for performance issues
Michael Lindsell’s fund has lost investors 9% in one year while the Topix has risen 25%
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DFM demand for passives delivers chart-topping Q3 sales for Blackrock
Passives giant surpasses Liontrust and Baillie Gifford in the latest Pridham report
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Hargreaves gives Unicorn fund the boot citing governance concerns
Size comes into play as boutique becomes victim of HL’s stricter approach to governance
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Scottish Mortgage bags gold rating from Morningstar ahead of James Anderson’s retirement
£19.1bn trust’s top rating reinstated thanks to falling fund fees
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Energy and Japan funds top performance tables in ‘muted’ September
Guinness Global Energy and Blackrock World Energy come out on top as prices of natural gas and oil skyrocket in September
