Square Mile ejects River and Mercantile fund following Dan Hanbury resignation
Liontrust Strategic Bond fund also sees rating yanked ahead of David Roberts’ retirement
Funds
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Michael Lindsell among 52 managers culled from FE ‘alpha’ list
‘Considerable churn’ of FE-recognised overachievers amid dramatic rotational shifts last year
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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
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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