Advisers favour Vanguard Lifestrategy despite duration concerns
Advisers continue to favour Vanguard Lifestrategy for multi-asset exposure, despite concerns the range’s high duration leaves investors exposed to rising interest rates.
Product News
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Train doesn’t need Fangs to ride tech wave
Nick Train has argued he hasn’t missed out “on the transformative changes in technology”, despite owning few pure tech companies in his Lindsell Train Investment Trust.
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Invesco puts foot down on fee pressure
Invesco has announced it is stepping down as investment manager on the Invesco Perpetual Enhanced Income trust, in a shock move that is being put down to a clash with the board over performance fees.
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Fidelity Asian Values adopts variable fee
Fidelity Asian Values has become the second investment trust run by the firm to adopt a variable management fee model.
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Aviva sorry for platform troubles as adviser pulls clients
Aviva has apologised for its platform, which has been a source of ongoing frustration for advisers since it was updated three months ago.
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Venezuelan debt excluded in new JP Morgan ESG indices
Controversial Venezuelan debt has been excluded from a new JP Morgan fixed income index for emerging market issuers with strong environmental, social, and governance (ESG) practices.
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Progeny launches multi-asset ETF portfolio
A multi-asset ETF product that is only available through financial advisers has been launched by Progeny Asset Management.
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AllianzGI unveils ‘outperformance’ pricing model
Allianz Global Investors plans to introduce an “outperformance” pricing model on five of its UK retail funds
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Columbia Threadneedle brings David Dudding fund to UK
Columbia Threadneedle Investments has launched an onshore version of David Dudding’s $449.48m (£316.77m) Threadneedle (Lux) Global Focus Fund.
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Morningstar launches outsourcing unit for Mifid II
Morningstar has launched a unit for advisers and financial institutions to outsource fund selection and asset allocation in a “post-Mifid II world”.
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Jupiter nabs Steve Cohen hedge fund alum for long/short launch
Jupiter Asset Management has appointed a former alumnus of Steve Cohen’s hedge fund, Darren Starr, to its growing liquid alternatives business as it plans to launch a US equity long/short fund.
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Coutts launches social network for clients
Coutts has launched a digital platform for its wealthy clients to interact online.
