Wellington adds global value fund
Run by contrarian manager Stefan Brugger
Open-ended funds
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Terry Smith defends Fundsmith Equity record after fourth year of underperformance
The £22.5bn fund rose by 8.9% in 2024, trailing both the MSCI World Index, up 20.8%, and the IA Global sector average of 12.6%
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Interactive Investor: Investors favour global equity funds in new Top 50 Fund Index
20 investment trusts on list of 50 most popular funds
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Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid
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Cadro offers ‘luxury’ experience in wealth management
Fintech founded by former LGT duo Natasa Williams and Jordan Buck
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Tokenisation finds footing six months on from FCA approval
Industry commentators examine the future of tokenisation through market adoption and legal ramifications
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CT Fund Watch: IA Japan houses the most consistently performing funds in first quarter
Overall number of funds with top-quartile returns over three consecutive 12-month periods falls marginally in Q1
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Ocorian: Compliance issues causes loss for 81% of alternative fund managers in three years
92% expect compliance breaches to increase over two-year period
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Robeco launches Emerging Markets ex-China Equities fund
Article 8 fund will invest in a portfolio of 60 to 80 stocks
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Amundi to liquidate slew of ETFs
ETFs under both the Amundi and Lyxor titles to be liquidated
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Amati: Zverev and Bencke on innovation frontiers and the risks of ‘falling in love with science’
Amati duo talk lasers, tracking, and CHO cell innovation
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Parmenion: The changing face of fund research
‘Fund research was unsophisticated in the not so distant past, but improving methods have given investors a better understanding of portfolios’