Defaqto reveals top 10 most recommended multi-asset strategies and MPSs
Rankings created using data from Engage adviser research software
Vanguard
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Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
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Sarasin and Partners hires two for asset management team
Alastair Baker and Cédric Phounpadith join the team
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Bestinvest: Investors favour passive equity funds in October
Only two of top 10 most purchased funds – Fundsmith Equity and Loomis Sayles US Equity Leaders – were actively managed
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Scottish Mortgage and Fundsmith Equity ousted from Interactive Investor’s top spots
City of London becomes most purchased investment trust while Royal London Short Term Money Market leads for funds
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Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
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MAFM team complete Vanguard’s Tough Mudder
The 5k course saw the MAFM team take on 18 obstacles
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Fortune favours the bold
Cautious multi-asset funds have been hit by outflows so far this year, says Square Mile Research’s Charlie McCann, while investors opting for riskier options are sitting pretty
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Nomura appoints former Vanguard analyst as portfolio manager
Magash Chetty will assist the emerging markets corporate bond team led by Meno Stroemer
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Tracker funds dominate AJ Bell retail investor portfolios in H1 2023
Fundsmith Equity was the only active fund in the top 10 list
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Square Mile: Global emerging market funds to watch
Top performers and compelling newcomers in the spotlight
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Vanguard plans second UK office in Manchester
The firm has signed a ten-year lease on a 14,000-square-foot facility