Bonds and mixed assets funds prove popular in July
Sales of corporate bond funds surpassed those of global equity funds to be the best selling sector in July, while investors also sought solace in the mixed asset sectors, according to FundsNetwork.
Multi Manager
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Potter: Booming multi-asset funds not a ‘one stop solution’
Investors need to stop viewing ‘Rubik’s Cube’ multi-asset funds as a one stop solution to deal with all their needs, BMO’s Gary Potter has said.
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Majority of funds fail BMO GAM’s consistency test
The number of funds consistently offering top-quartile returns has fallen again according to new research from BMO Global Asset Management.
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IBOSS Oeics surpass £100m in AUM
IBOSS Asset Management’s range of risk-rated multi-asset Oeic funds, launched in February last year, have passed through £100m in assets under management (AUM).
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Miton’s Rayner: Diversification isn’t dead
Miton Group’s Anthony Rayner is hedging against an uncertain growth outlook by upping his exposure to atypical diversifiers, investing in uncorrelated equity themes and quality, short-dated corporate bonds.
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Multi-asset popularity rises as IFAs ditch model portfolios
More IFAs are steering their clients toward multi-asset funds this year and pulling away from model portfolios, a new Aegon UK study finds.
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Seneca elevates Delic to fund manager
Seneca Investment Managers has promoted Tom Delic to fund manager within its multi-asset investment team.
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Smith, Yarrow and Findlay on Chatfeild-Roberts ‘select’ list
There are few true stars in the active management industry, according to Jupiter Merlin’s John Chatfeild-Roberts, but the multi-manager head thinks Terry Smith, Hugh Yarrow and James Findlay make the grade.
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PA ANALYSIS: Is FoF fees focus unfair or are there ‘too many snouts in the trough’?
Low fund fees are brilliant, investor-friendly, fair and inherently good. At least that’s what some in the industry would say, but what happened to the notion of paying that little bit more to get quality service?
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Coombs: Passives are ‘blunt’ tools in post-Brexit reality
David Coombs, head of head of multi-asset investments at Rathbones believes passive funds may be inadequate to overcome the challenges arising in the new political climate.
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Bishop joins Heartwood to lead tactical asset allocation
Heartwood Investment Management has appointed Graham Bishop as investment director to lead its tactical asset allocation.
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Absolute return funds dethroned in IA sales stats
Mixed Investment 40-85% Shares topped the IA’s list of best-selling sectors in February, dethroning the four-month champ, Targeted Absolute Return.