Majority of retail investors would ditch property funds if FCA implements notice periods
AJ Bell survey reveals DIY investors equally turned off by idea of 90-180 day notice periods
Investment
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IA Europe ex-UK beats out North America for highest number of top quartile performers over three years
Global Mixed Bond, Japan, UK Smaller Companies and UK Equity Income did not have a single fund consistently achieve top quartile returns
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Risky assets need a rebalance as recovery accelerates
‘Market has become less straightforward in its preferences’ with halt in rising bond yields and rotation from value to growth stocks
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How have UK property funds’ office allocations changed over a year on from Covid?
Reports of ‘the death of the office’ may be exaggerated but pandemic has forced managers to re-evaluate types of assets they own
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Liontrust multi-asset team adds convertibles for first time
Acquisition of Architas UK has given John Husselbee’s team greater resources to analyse broader set of asset classes
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Edentree targets advisers with responsible multi-asset range
Lack of ‘track-record’ with these types of products not an issue, according to one adviser
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Vanguard Lifestrategy static bond allocation could prove ‘painful’ amid rising inflationary pressures
Four out of five funds have set exposure to long-dated government bonds
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Alternative thinking: Four vehicles for ESG investors beyond open-ended funds
VCTs, EIS, investment trusts and REITs have the potential to meet the needs of investors with sustainable goals and priorities
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Property fund redemptions hold steady as another £186m heads out the door
M&G Property Portfolio takes biggest bruising though redemptions are down substantially from May’s £806m
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Lottie McGurk: At least UK assets are ‘coming home’
Analysis by Last Word Research suggests UK fund selectors are strongly targeting domestic equities
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Seraphim Space trust blasts past £150m IPO target
Oversubscribed IPO comes after Liontrust missed £100m target to launch debut ESG trust
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Gresham House Energy Storage raises £100m in oversubscribed placing
Funds will go toward financing four battery energy storage systems projects
