Industry welcomes FCA extension to SDR naming and marketing rules
Firms can have until April 2025 to comply with the rules in ‘exceptional circumstances’
FE Fundinfo
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Keystone Positive Change board considers folding into open-ended vehicle
Keystone Positive Change board is consulting over a potential rollover into the £1.8bn Baillie Gifford Positive Change fund
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Over 1,200 UK funds facing ‘urgent compliance deadline’ for SDR naming and marketing rules
The 2 December SDR deadline is for funds seeking to utilise sustainability-related terminology in fund name
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July fund performance: Small caps rebound in marathon month of politics
While tech was the worst-performing IA sector over the month, according to FE fundInfo data
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FE Fundinfo: Tech and value funds receive top ratings in July Crown rebalance
Royal London received the most ‘five crown’ ratings by fund group, while four M&G strategies were downgraded
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
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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
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Schroder Emerging Markets Value fund opened to UK investors
The fund was originally launched in September 2020
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FE FundInfo: UK small caps top May performance charts
‘The UK market finally appears to be garnering attention’
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Dan Nickols to retire: Will it be ‘business as usual’ for investors?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
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Square Mile: Income-related funds lose appeal
Havelock London leads for most-searched fund group and individual active fund