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.
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.
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Morningstar fund managers of the year announced
Nigel Bolton has scooped the European equity Morningstar fund manager of the year award for his silver-rated BGF European and BGF European Focus funds, managed at BlackRock.
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Morningstar upgrades a number of funds
BlackRock, Threadneedle and Axa are among the managers to have had their funds upgraded by Morningstar following the latest round of ratings updates.
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Capital floods into emerging markets
Emerging market funds magnetised investment in January with some fund categories enjoying record monthly inflows, Morningstar data shows.
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Investment AUM breaks 100bn
Total AUM for the investment company industry has exceeded £100bn for the first time, according to analysis by the Association of Investment Companies (AIC).