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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
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
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
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
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
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
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
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
Alex Game appointed to Liontrust UK equity funds as Julian Fosh retires
Liontrust fund manager Julian Fosh (pictured) has retired after 16 years at the firm and 40 years in industry. Since joining ...
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