Fund selectors in the dark on ESG criteria
Rating agencies at odds with UN body over ESG definition
Morningstar
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Bundled share classes see ‘modest fee trimming’ post-RDR
Legacy assets in certain active fixed income funds have seen fees rise 20%
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Active manager success rate worse than passive peers
Passive funds will survive and generate a return in excess of their average active peers
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US tracker hype fades despite outperformance
Cheapest US equity funds have produced better returns compared to pricier active peers
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Time for the UN PRI to get tough
Principles were founded in 2005 and have 1,967 signatories
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Gam bombshell suggests absolute return confusion remains
Closed unconstrained fund range was available to retail investors despite complex derivatives and currency swaps
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Cholwill and Morton tumble in top income rankings
The Sanlam report paints bleak performance picture for industry stalwarts
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European fund flows plunge as investors shun risk
Worst monthly flow performance since June 2013
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Yarrow lures flows from Woodford with defensive fund
Almost a year since Jupiter Merlin and Architas swapped Neil Woodford for Hugh Yarrow the elder star fund manager has seen near continuous outflows, while his younger rival has enjoyed inflows to his more defensive fund.
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Five multi-asset managers rising through the ranks
From under-the-radar managers to unique investment strategies, Morningstar has published its biannual list of fund managers that show promise, but are not yet covered by the manager research team. Portfolio Adviser takes a look at the multi-asset funds available to UK investors in the Morningstar Prospects report.
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Morningstar boosts cash to 30% in multi-asset fund
Morningstar Investment Management has substantially raised the cash levels in its Real Return multi-asset range as it braces for interest rate normalisation and higher volatility.
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Chris St John says new manager found
Nigel Thomas and Chris St John say they’ve selected a secondary manager as part of their succession planning on the Axa Framlington UK Select Opportunities fund, but the appointment is unlikely to have much impact on the fund’s recently downgraded rating.