Asset Allocator: Rowan Dartington on preparing for change
A quarter of a century old, and recently acquired by St James’s Place, Rowan Dartington is ready to boost its market share in 2016.
A quarter of a century old, and recently acquired by St James’s Place, Rowan Dartington is ready to boost its market share in 2016.
While fund managers across asset classes endorse the value of long-term investing, it is natural to question whether these individuals themselves practice what they preach.
For almost two years Euan Munro has been reshaping Aviva Investors, putting its multi-strategy funds at the forefront of an outcome-oriented approach that is ringing the changes.
Conservative by nature, City Asset Management’s head of research James Calder is not about to start making wild predictions for markets in 2016.
People tend to dedicate most of their time to thinking through short-term solutions. While central banks saw QE as the easiest way to provide an imminent boost to their ailing economies, the current migration crisis is just as much a product of short-termist thinking.
Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.
A poll at Expert Investor Europe’s Alternative Ucits Congress in Versailles earlier this month showed that little over half of delegates negotiate the fees they pay for their alternative investment funds. Dan Kemp of Morningstar finds this figure ‘surprisingly low’, and suggests that fund selectors should attach more importance to costs.
Capital Group New Perspective Fund (LUX) – launching 30 October 2015
Collaboration across regional equity teams identified Ryanair as an investment opportunity that the market itself did not.
Putting transparency first and focusing on the long term has served Vestra Wealth well, and in the low-return world to come, it is likely to continue to do so.
The fund aims to provide long term growth by investing in a diversified portfolio of global equity assets. The investment team will maintain a diverse asset mix at country, sector and stock level, with the regional, country and sector weightings within the portfolio being a by-product of the underlying stock exposure.
The fund aims to provide long term growth by investing predominantly in the shares of smaller companies listed on the global stock markets.