HL: Tech and US are January top sellers despite AI market wobble
UK funds have lost popularity in the last three years, HL reports
global funds
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Morningstar downgrades Lindsell Train Global Equity process rating
Manager research team argues the fund’s competitive position has ‘diminished’
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Calastone: Profit taking prompts £1.1bn outflow from UK-focused funds
While fixed income funds recorded their second worst month of withdrawals on record, according to the Fund Flow Index for May
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Royal London closes top-performing Global Equity Select fund
The $360m fund gained much interest from investors since launch, but seeks to ‘maintain the integrity of its investment process’ by closing off new inflows
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The funds that made and lost the most money in 2023
Some funds were flooded with fresh cash last year, while the likes of Fundsmith Equity and Liontrust Special Situations lost billions
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Global equity income funds show slow and sure progress
James Sullivan of Tyndall Investment Management and Sarasin’s Neil Denman discuss the role global equity income funds play in a portfolio and the opportunities on offer