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portfolio-adviser.com
2 天
Terry Smith defends Fundsmith Equity record after fourth year of underperformance
The £22.5bn fund rose by 8.9% in 2024, trailing both the MSCI World Index, up 20.8%, and the IA Global sector average of 12.6 ...
portfolio-adviser.com
2 天
Weekly Outlook: Ocado and Dunelm Christmas trading update
Ocado and Dunelm provide Christmas trading updates and other events for wealth managers in the week of 13 January ...
portfolio-adviser.com
4 天
Beneath the bonnet: The case for Sanofi, LVMH and IU Group
“Both companies are ‘houses of brands’, in other words a collection of well-diversified luxury businesses serving multiple ...
portfolio-adviser.com
2 天
Artemis merges European funds
Artemis European Select will roll into the Artemis SmartGARP European Equity fund, managed by Philip Wolstencroft ...
portfolio-adviser.com
5 天
Amundi launches private credit fund with First Eagle
Amundi launches private credit fund to work as a sub-fund for First Eagle's US private credit fund, opening it to non-US ...
portfolio-adviser.com
5 天
Small caps: Size of the matter
When the largest company in the bottom 10% of the small-cap sector has a market capitalisation of £1.7bn, are smaller ...
portfolio-adviser.com
4 天
Calastone: Equity funds pull in record £27.2bn inflow in 2024
Investors piled a net £27.2bn into equities in 2024, surging past the previous record of £19.8bn set in 2021. However, UK ...
portfolio-adviser.com
3 天
Update: Saba plans full cash exit option for Herald
Herald board responds to Saba's announced plans to offer a cash exit, should its attempts to appoint its own directors be ...
portfolio-adviser.com
4 天
ARC: Inflation leaves private portfolios 12% below 2021 levels
Real returns need to average 6.6% over the next decade to revert to the historical norm of 4% per year, the firm said ...
portfolio-adviser.com
3 天
Aegon to apply Sustainability Focus SDR label to two funds
Aegon Asset Management is set to adopt the Sustainability Focus label under the Financial Conduct Authority’s (FCA) ...
portfolio-adviser.com
3 天
Invesco appoints head of EMEA sustainable and impact investing distribution
Invesco has appointed Arun Kelshiker as head of EMEA sustainable and impact investing distribution, helping to raise and ...
portfolio-adviser.com
3 天
Impax suffers £2.4bn net outflows as SJP closes mandate
Impax Asset Management’s AUM has fallen 8.3% after the firm lost a mandate from St. James’s Place, revealed in the firm’s AUM ...
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