Four funds have been dropped from Sanlam Private Investments’ White List of UK equity income outperformers, to be replaced by offerings from Threadneedle, RBS, Fidelity and Invesco Perpetual.
There are 15 funds in the IMA universe that score more than 200 on FE Analytics’ risk rating calculations, including the high-flying Axa Framlington Biotech fund which has made triple-digit returns in the past three years.
Biotech’s rampant growth over the past few years is the recognition of IP written off by cagey investors post-credit crunch, managers say
Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.
Square Mile Investment Consulting & Research has launched its Academy of Funds, which showcases all of the funds the consultancy is prepared to recommend to clients.
Many alternative investment managers have left their AIFMD applications to the last minute with less than 100 fully accredited for the alternatives rules that take effect next week.
What impact are some of the key questions including currency, economic stability and political risk likely to carry for the rest of the rest of the UK?
Fund managers and analysts doubt the investment case for large supermarket chains, with one declaring the sector “uninvestable” given the changes being seen in the industry.
Property funds brought in some £2.16bn of net sales in the year to April 2014, compared to just £390m over the same period last year.
Massive inflows into property are creating difficulties for open-ended funds to use cash, with large piles creating a drag on performance, Walker Crips says.
New powers which will see HMRC seize £7bn in disputed tax will trigger complaints against advisers, experts warn.
Global markets have continued their rise in recent months after Federal Reserve chair Janet Yellen reiterated her dovish stance and the European Central Bank unveiled its reflationary package of measures.
A study of 516 UK equity funds by CBS pensions division The Pensions Institute concluded large funds tend to underperform small funds
Pan-European fund managers have been building overweights to utilities amid signs that the underperforming sector could be facing a more promising future.
Does shaving off a few basis points really prompt more investors to buy a fund? And in the race to the bottom, will the investment proposition suffer?
Some investors could be looking for new funds for their portfolios on 1 July, when the Isa tax-free limit rises to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget.
Fundweb looks at the UK mid cap funds that have managed to beat the FTSE 250 index during the recent volatility in the mid cap space.
The Isa tax-free limit is set to rise to £15,000 following the overhauls laid out by chancellor George Osborne in the 2014 Budget, meaning some could be looking for further investment ideas.
Equity managers have been rotating out of mid caps and into smaller companies and large caps but they are split on just what is driving the recent sell-off.
Have open or closed-ended funds been more successful at delivering returns for managers who oversee both vehicles in the UK equity income space?
Experts say the regulator’s guidance on independence is wrong and advisers are being urged to ignore it
Budget reforms could see the industry finally engage with simplified advice.
Equity market volatility is down across developed markets as the slow and steady global recovery grinds on, accompanied by ever-rising share prices
Wealth manager looks beyond equities to play the recovery
Analysis has revealed the difficulties advisers are facing in trying to compare funds.
With the IMA UK Equity Income sector experiencing record net retail inflows of £500m in April, which funds have been benefiting from this persistent hunt for income?
A year ago then-Federal Reserve chair Ben Bernanke let slip the dogs of tapering, sending global markets into a panic.
The Investment Leaders Group, managing $5trn of assets between them, hopes to change corporate behaviour for the better.
Eleven aggressive multi-asset funds have managed to deliver higher returns than the FTSE All-Share since the financial while showing lower volatility.
A total of 17 funds in the IMA Flexible sector have failed to beat the FTSE All-Share over the last years, while showing greater volatility than the index.
With increasingly positive economic data, is it becoming harder for fund managers to find good value investment opportunities?
The star fund manager talks for the first time about where he plans to take his new venture Woodford Investment Management.
JP Morgan Asset Management head of UK field sales Mike Parsons expects 2014 to be a “strong year” for the intermediary savings and investments market.
Investors have a number of investment trends to keep their eyes on, including but not limited to the UK’s surging economy, Europe’s recovery and the move towards outsourcing.
Firms think they fall outside of platform definitions and can therefore retain fund manager payments.
Chief investment officer Peter Lowman is buying into inflation-linked bonds in order to prepare for potential volatility.
Advisers question whether the Government can deliver on George Osborne’s at-retirement guidance pledge.
With so many companies going to market, are UK IPOs getting too frothy to be investable?
Amid an expensive UK equity market, fund managers say there is value to be found in micro-cap stocks
In today’s Budget speech, chancellor George Osborne surprised many with a series of moves such as a new merged Isa, measures to boost flexibility in the pensions system and changes to SEIS.