Morningstar considers launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
Eltif
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Morningstar: Eltifs ‘a growing breed’ but fund selectors warned on fees and returns
Eltifs ‘unlikely to harvest the same hefty illiquidity premiums’ as trusts
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LTAFs and Consumer Duty are treading a precarious tightrope
Fund managers are playing a balancing act between simplicity and sophistication as they cater to both retail and institutional investors
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Carne: 82% of UK asset managers considering LTAF launch
Less than a quarter of wealth managers currently use an LTAF or ELTIF
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BlackRock: Eltifs could become the ‘vehicle of choice’ for private market investments
The launch of Eltif 2.0 has removed some of the structural barriers to private market investment