Industry welcomes FCA extension to SDR naming and marketing rules
Firms can have until April 2025 to comply with the rules in ‘exceptional circumstances’
Oeics
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Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study
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Alliance Bernstein continues to build out Oeic platform with sustainable equities fund
Asset manager now has $1bn worth of UK-domiciled funds
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Overseas holdings in UK-domiciled funds halved in lead up to Brexit
Oeics and unit trusts shed over £40bn worth of foreign assets in 2018
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Active ETF threat to mutual funds draws scepticism
Global active ETF assets under management currently total $90bn
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AllianceBernstein confirms Brexit plans for UK clients
AllianceBernstein has confirmed it has a plan in place to launch an Oeic range for UK clients if Brexit turns sour.
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Columbia Threadneedle to move EU client assets ahead of Brexit
Columbia Threadneedle Investments will launch 13 Sicav versions of Oeics ahead of the UK’s exit from the European Union as the asset manager prepares to switch EU-based investors out of its UK-domiciled range into Luxembourg-domiciled alternatives.
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Mind the performance gap between Oeics and investment trusts
AIC communications director Annabel Brodie-Smith questions why investment trusts fail to keep pace with open-ended alternatives when it comes to wealth manager and adviser inflows.
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Fidelity slams ‘race to bottom’ as details of variable fee revealed
Fidelity’s move to a performance-based fee model has nothing to do with pricing pressures in the industry it has claimed as it revealed details as to how the structure will work in practice.
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Canada Life moves into UK retail space
Canada Life Investments is to make its first foray into the UK retail market place with a range of eight UK- and international-focused in-house Oiec funds.
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investment trusts outperform oeics during q2
During a tough second quarter of the year, closed-ended investments outperformed their open-ended peers.