Parmenion: The changing face of fund research
‘Fund research was unsophisticated in the not so distant past, but improving methods have given investors a better understanding of portfolios’
funds
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Value funds overtake growth in FE Fundinfo Crown rebalance
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
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Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
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IA: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts
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Blockchain-based fund data service raises £250k
The money is being invested by Industrial Thought group
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
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Marlborough rebrands to bring all units under one banner
Three businesses folded into one brand
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Waverton rolls out trio of multi-asset funds
Defensive, Cautious and Balanced options added
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FCA finds ESG funds ‘not meeting expectations’
Ahead of SDR the UK regulator spotlights ESG inconsistency, and lack of stewardship and governance, in retail funds
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Liontrust hit by £3.2bn outflow as UK equities funds suffer
Assets under management fell 12% over the six months to £27.7bn.
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Evenlode lines up Marlborough’s IFSL to oversee £5.5bn fund trio
IFSL to become authorised corporate director (ACD)
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Fitz Partners: One in six fund share classes have changed fees in past year
The Fitz database contains around 40,000 share classes