Quilter Investors flags two funds as ‘needing action’ in latest value assessment
Diversified Portfolio and Strategic Bond funds given a ‘red’ rating due to underperformance
Diversified Portfolio and Strategic Bond funds given a ‘red’ rating due to underperformance
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Benevolent AI and Atom Bank among the £124m in assets left to be sold
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Transfer from Marlborough’s UK Micro-Cap Growth and Nano-Cap Growth funds into two bespoke mandates
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Becomes Marlborough Global Innovation from 22 September to capture broader group of opportunities
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Each fund will offer investors opportunities arising out of the transition towards net zero
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Number of funds receiving a ‘red’ rating in its second AoV report falls from five to two
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Lack of ‘track-record’ with these types of products not an issue, according to one adviser
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CGWM joins Charles Stanley, AJ Bell, Brooks Macdonald and long line of DFMs that have scrapped the tax
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Boutique manager made its £305m GEM fund available for UK investors in May
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Baillie Gifford joins roster of six managers to oversee newly created UK fund
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RSMR continues to back six funds while other ratings firms suspend or downgrade some rankings
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The cut, while welcome, ‘isn’t going to make a huge difference’, according to one adviser
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