Sheikh launches first fund at new home Jupiter
Manager left JP Morgan Asset Management in February after 20 years
Manager left JP Morgan Asset Management in February after 20 years
Fund has risk level equal to or lower than a 70% bonds and 30% equities benchmark
Multi-manager team is increasing exposure to boutique active managers
Hire Terence Moll has also worked for Investec Asset Management
Jupiter and Invesco Perpetual have recently added new products to their multi-asset ranges
With reports the government is stockpiling food and medicines, the threat of a ‘no deal’ Brexit is becoming increasingly tangible. Portfolio Adviser examines how investors can position themselves if the UK fails to exit the European Union in an orderly fashion.
Sterling Strategic Bond funds led redemptions in June as the UK funds industry sees net sales fall 75% from the same period last year.
From under-the-radar managers to unique investment strategies, Morningstar has published its biannual list of fund managers that show promise, but are not yet covered by the manager research team. Portfolio Adviser takes a look at the multi-asset funds available to UK investors in the Morningstar Prospects report.
Facebook, Amazon and Apple have been shunned by fund managers using an environmental, social and governance approach to investing, although Google parent Alphabet still gets a pass.
Invesco Perpetual has launched a low-cost multi-asset range aimed at advisers following ongoing pressure on fees from cheaper alternatives.
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
A multi-asset fund which seeks to carefully control volatility within a specified range. Watch the Talking Factsheet for the Premier Liberation Range with Alex Farlow, Head of Risk Based Solutions Research.