Morningstar drives greater fund disclosure
Ratings agency Morningstar is forcing groups to individually name all members of a funds' management team and is looking to push for greater clarity over investment objectives.
Ratings agency Morningstar is forcing groups to individually name all members of a funds' management team and is looking to push for greater clarity over investment objectives.
Closed-ended fund BlackRock Frontiers has exceeded the £50m target for its C share issue, attracting more than £63m while a new wind and solar fund, Renewables Infrastructure Group (TRIG), raised £300m from its IPO.
The investment trusts most frequently searched for on Morningstar's online service over the second quarter were those with which investors have a high degree of familiarity concerning the management style.
With equities surging ahead in the first half of this year, recent volatility has meant inevitable talk of a correction with investors wanting to protect their gains.
Closed-ended trusts have weathered well since the arrival of RDR with some pleasant surprises among those on a premium or at a discount
Standard Life Investments is considering the launch of a number of different multi-asset products, among which are potential variants of its popular £17.8bn Global Absolute Return Strategies (GARS) portfolio. However, as yet no products have been submitted to the FCA for approval.
The manager of Smith & Williamson's European Growth Trust, Mark Pignatelli, is to retire from fund management and he will leave the group at the end of the year.
Richard Watts, manager of the Old Mutual UK Mid Cap Fund, takes a look at what has changed in the UK equities market in the recent past.
Richard Watts Manager of the Old Mutual UK Mid Cap Fund takes a look at what has changed in the UK equities market in the recent past.
The ING (L) Renta First Class Yield Opportunities fund is a multi-strategy credit portfolio invested in global high yield, investment grade credit as well as emerging market debt.
M&G bond fund Optimal Income has the highest number of European fund of fund (FoF) investors at 180, Lipper’s latest FoF holdings report reads.
Markets may be on an upward path, but its rarer now than ever to meet a fund manager who doesn't claim to be a contrarian.