Morningstar downgrades Trojan Income fund rating
Manager research team has revised the strategy’s rating to ‘neutral’ from ‘positive’
Manager research team has revised the strategy’s rating to ‘neutral’ from ‘positive’
Value team’s assets shrunk from £8.5bn to £7.5bn over three months to the end of March
Only 4% of gold is currently traceable, posing ‘serious ESG risks’ to investors
Monika Calay was previously director of passive strategies research
Kepler Trust Intelligence comments on trust’s prospects
Key events for UK wealth managers for the week starting 22 April
He will join Rory Bateman in overseeing the all firm’s investment teams
The move follows Ben Whitmore’s exit from Jupiter, which ‘introduces potential risks’
Hugh Yarrow will become executive chair and remain lead manager of the Evenlode Income strategy
Receives go-ahead from China Securities Regulatory Commission
Nick White’s new firm aims to support boutique groups
Increases assets under administration by 5% for quarter