Charles Younes: How to manage the tricky task of rebalancing during Covid
FE Investments recently completed the biannual rebalance of its Mosaic portfolios
Multi Manager
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Aviva beefs up multi-manager research team with dual hire
Incoming analysts hail from MetLife Investments and The Share Centre
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Omnis deals blow to Octopus as it ditches multi-manager team on £270m range
Omnis and Octopus had worked together on the range since 2008
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Evenlode and Findlay Park most likely to be held by UK fund-of-funds
New Morningstar report analyses the £150bn fund-of-funds market
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David Vickers: We dialled down risk just before we learnt about Covid-19
Aussie bonds and convertibles help the Russell Investments Mags range during the worst of the pandemic
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SJP flags RWC and Majedie mandates for poor performance in debut value assessment
SJP Equity Income and UK Growth among the five funds placed on wealth manager’s ‘watchlist’
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Schroders veers into passive for launch of multi-asset range
But portfolios are currently 60% exposed to active management given the uncertainty of markets
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Coronavirus sector review: Baillie Gifford and Liontrust’s Robin Geffen outshine IA Mixed Investment peers
Baillie Gifford Managed emerges as the top performer across all three IA Mixed Investment sectors since the Covid sell-off
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John Husselbee lands assets to match his profile as Liontrust acquires Architas UK
Axa’s £5.6bn multi-manager team could come with more risk than Neptune deal
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Christopher Bishun: How has Vanguard Lifestrategy performed compared to active alternatives?
Brooks Macdonald’s investment solutions director examines returns from the start of the coronavirus outbreak
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Schroders cuts fees and scrutinises multi-manager range in first value assessment
Discounts on supersized funds among fee changes that will save investors £8m
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Neil Birrell: S&P 500 puts have helped our funds stomach coronavirus volatility
Premier Diversified Growth manager hedged two-thirds of the portfolio before it became expensive to do so