Newton manager’s Global fund suffers after ‘premature’ move from European bonds.
Fund manager first to call for a toughening of the absolute return sector policy.
The restructuring of the portfolio has delivered a “far higher investment income”, leading to a proposed dividend increase to 3p per share.
Scottish Widows Investment Partnership (Swip) brand set to disappear as fund name changes planned for next week; subsequent mergers likely.
Large-cap biotech firms are set to do well in 2015, with a raft of potentially lucrative new drugs.
Absolute return team decides to stick with its bet on US and UK bond yields increasing.
Analysis & Opinion
Defaqto outsourcing update: A fund that promises to make money in any market is one that will attract attention.
Manager Mike Fox explains the benefits of the fund’s positive screening process.
How manager Tim Dieppe runs this global growth portfolio with a sustainable focus.
Co-manager Simon Clements explains the sustainability of the portfolio’s holdings.
More on Alternative Investments
Active fund management is only now, finally, being revealed for what it is...
I just wanted to highlight one area where the article seemed to be out of line with the reality we see in our daily practice.
Nov 17, 2014
Green funds no longer a niche play as climate change threatens.
From Special Report: Multi-Asset Investing - November 2014| Nov 14, 2014
Alternative asset classes can prove as equally rewarding as traditional options.