three uk equity funds your clients should
UK equities are firmly back on the agenda of fund pickers judging by the latest fund flow data from the IMA, but who are the newcomers you should be keeping an eye on?
Morningstar
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Morningstar push
Morningstar is to press fund groups more heavily to disclose information regarding who is managing vehicles, those manager’s incentives, and their other commitments in a bid to provide investors with more key information as to a fund’s suitability for investment.
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Morningstar drives greater fund disclosure
Ratings agency Morningstar is forcing groups to individually name all members of a funds' management team and is looking to push for greater clarity over investment objectives.
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IT investors favour familiar names
The investment trusts most frequently searched for on Morningstar's online service over the second quarter were those with which investors have a high degree of familiarity concerning the management style.
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May fund sales suggest continued risk aversion
European funds attracted a total 40bn in May, although the allocation of the capital is not indicative of investor optimism according to the latest fund data from Morningstar.
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consultancy morningstar obsr toogood hutchison
Peter Toogood and Gill Hutchison have left Morningstar OBSR and are expected to shortly announce their new consultancy practice in the increasingly competitive investment outsourcing world.
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Thrifty investors champion low cost ETFs
Low costs are the key attraction for ETF investors and for the majority the main reason they would recommend them as investment products.
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Morningstar launches managed portfolio service
Morningstar Investment Management has launched a managed portfolio service for UK advisers, offering five risk/reward options available via the Skandia platform.
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Morningstar Investment Management new Eur CEO
Daniel Needham has been appointed global chief executive officer of Morningstar Investment Management and managing director of Morningstar Investment Management Europe.
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Four funds downgraded following Morningstar review
Allianz, JP Morgan, Pioneer and UBS have all had funds downgraded following the Morningstar OBSR Global Analysts Ratings meeting.
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Fee reduction will benefit investors
Investors will be the key benefactors of the recent fee reductions on investment funds, while the clearer charging structures are a welcome move post-RDR, according to Morningstar’s Jackie Beard.
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investor confident at long time high
UK investor confidence has reached an eight-year high as low interest rates stoke appetite for stock market exposure, the latest research from Morningstar reveals.
