US Equities

  • Aviva syphons US equity income

    Aviva syphons US equity income

    Aviva Investors is soft closing its US Equity Income Fund in early October in order to protect performance as UK investors have poured money into the vehicle in the past year.

  • Cullen launches enhanced equity income fund

    Cullen launches enhanced equity income fund

    US-income specialist Cullen Capital Management is to launch US Enhanced Equity Income Fund, an equity vehicle with a covered call option overlay designed to offer a bond-like volatility profile.

  • chatfeild-roberts us economy shine

    chatfeild-roberts us economy shine

    Jupiter’s Merlin multi-manager team, led by John Chatfeild-Roberts, remains bullish on the US economy, believing it is “set to shine for some time to come”.

  • core no more fund managers apple

    core no more fund managers apple

    Apple’s record bond auction to fund its promise of returning $100bn to shareholders through buybacks and increased dividends shows purpose from the management, but is yet to convince US equity fund managers.

  • a us fund worth reading about

    a us fund worth reading about

    A US equity fund that has held fewer than 100 companies over a quarter-century and has an annualised return of 14.2% since 1989, has just become available to UK DFMs and wealth managers, so what is the snag?

  • Foul five US funds shedding money

    Foul five US funds shedding money

    The S&P 500 has risen 13.7% in the past year, demonstrating a significant recovery in the US equities market, but not all funds have followed suit. We reveal the worst offenders here…

  • us equity funds storm ahead in jan

    us equity funds storm ahead in jan

    More than half of the top-performing funds in January were US equity funds, with fiscal cliff aversion at the start of the month paving the way for a widespread stock market rally.

  • gartmore us equity duo reunited at miton

    gartmore us equity duo reunited at miton

    Miton Group (formerly MAM Funds) has hired Hugh Grieves to work alongside Nick Ford on its soon to be launched US Opportunities Fund.

  • S&P 500 proves difficult to beat for active fund managers

    Actively managed North American funds struggle to consistently outperform the S&P 500 index.

  • Hambi has income bias in SLI’s FoFs

    Bambos Hambi is overweight fixed interest, favouring high yield bonds in the SLI FoF’s range.

  • Aviva’s Sanders: how to guard against stock ‘obsession’

    Henry Sanders says the Aviva US Equity Fund’s strict investment criteria will help ensure value.

  • Retail investors lead exit from US equity funds

    Retail investors have pulled money out of US equity funds for the seventh consecutive week.