Latest News
Mark Harris warns of defensive bubble
City Financial manager reacts to high defensive stock values by shifting focus to dividend growth
Substantial inflows for popular JPMAM fund
JP Morgan Asset Management’s Multi-Asset Income Fund has grown by 150 per cent in the past year as it attracts advisers looking for consistent...
Three-year return puts HL trust above average
A weighting towards UK equity and fixed interest has helped the Hargreaves Lansdown Multi-Manager Equity & Bond Trust achieve a return of 29.70 per...
Bestinvest range in demand for hard-pushed investors
London-based advisory firm Bestinvest has reported total assets under management of more than £524m for its multi-asset portfolio fund range five...
Morningstar launches managed portfolio service
Service to utilise Ibbotson Associates for asset allocation and Morningstar OBSR for fund selection.
Rathbones’ Coombs issues fixed income warning
Advisers should reassess capacity for loss of clients invested in bond funds, says multi-manager
Analysis & Opinion
Fund selector: Emerging market outperformers are rare
Investors should perhaps be wary of taking yield-based emerging market decisions
The euphoria is fading
There was a positive sentiment at the beginning of the year but investor bullishness is fading
Fund Selector: Adding value by being active
A focus on alpha is wise when trying to generate returns in a challenging environment.
Unwrapping risk targeted and return focused funds
Risk targeted and return focused multi-manager funds unwrapped.
Recent Articles
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May 13, 2013Multi-manager fund assets rise 10.6% in first quarter
IMA statistics point to increase in assets under management
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May 08, 2013
‘Explosive growth’ for Architas
The assets under management of Axa Wealth-owned multi manager Architas has soared by £800m since the start of the year, Hans Georgeson has announced.
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May 08, 2013TB Wise Income Fund leads IMA peer group
Focusing on high-quality assets in out-of-favour areas has helped the TB Wise Income Fund achieve three-year returns of 34.06 per cent, Tony Yarrow...
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May 08, 2013Fidelity’s Skelt steps back to co-manager role
Group’s Richard Skelt moves to investment strategist role as James Bateman (pictured) becomes co-manager on two mandates.
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May 07, 2013
Fund Selector: Stop ‘process engineering’
Glossy fund slides oversimplify the facts and pander to the lowest common denominator.
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North American| May 03, 2013Sterling dip boosts Miton MM funds
James Sullivan and Martin Gray’s funds bounce back after poor performance in 2012.
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May 02, 2013Architas range live on Aegon’s platform
Architas has made its range of risk-rated fund-of-funds available on the Aegon Retirement Choices platform, Cedric Bucher has announced.
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North American| Apr 26, 2013Aberdeen team ups bet on US recovery
Multi-manager team positions portfolios to further capitalise on US recovery.
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Property| Apr 26, 2013HSBC’s Morrell cuts exposure to UK property
HSBC’s Guy Morrell has cut exposure to UK direct property.
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Investment Trusts| Apr 25, 2013New mandates help cut Witan Pacific trust discount
Total return for shareholders hits 22.1 per cent for 2012-13 as fresh mandates outperform.