Vanguard, iShares and M&G funds added to Evelyn Partners’ Sustainable MPS
The latest rebalance saw trades across all asset classes, with four holdings sold
The latest rebalance saw trades across all asset classes, with four holdings sold
|
|
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
|
|
Consideration of different risk and reward outcomes is key
|
|
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
|
|
Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering
|
|
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
|
|
Equally-weighted model portfolio solution comprising seven ARK Invest funds
|
|
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
|
|
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
|
|
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
|
|
Chris Robinson will join the multi-manager investment team
|
|