Hidden gems: Four below-radar funds in the IA Mixed Investment 20-60% Shares sector
Spotlight on the small funds that are flying above market returns but below investors’ radars
Cautious Managed
-
-
Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
-
TBailey cuts AMC across range
T.Bailey is cutting the annual management charge on its fund-of funds range and introducing a name change to offer investors greater clarity.
-
Askew replaces Martin as co manager
Peter Askew has been hired to co-manage a suite of funds at T Bailey as current co-manager Richard Martin takes a step back from fund management.
-
burvill pattullo barnard new 1bn proposition
Chris Burvill, John Pattullo and Jenna Barnard are to jointly run the Henderson Cautious Managed Fund that has now been merged with the firm’s Managed Distribution Fund.
-
Strategic bonds gain ground in July; cash is king in August
Strategic bond sales firmed their position in July, as investors anticipated volatile conditions.
-
IFAs look to Cautious Managed and Strategic Bond funds in May
Figures from the Cofunds platform show that the Cautious Managed sector continued to dominate sales.
-
Underperforming assets up 41% in six months, says Chelsea FS
Assets in underperforming funds have risen by more than £7.5bn to £26bn since December 2010.
-
IMA delays Managed sector classification changes
The IMA has changed the implementation deadline for its proposed sector classification alterations.
