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WEBSep 19, 2024 · January 2024. For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the …
Investments - Portfolio Adviser
WEBAug 15, 2024 · A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years. 15 August 2024.
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WEBSep 17, 2024 · Comparatively speaking: Multi-asset vs managed portfolio solutions. In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate. 4th September 2024.
Funds - Portfolio Adviser
WEBNov 1, 2023 · Artemis SmartGARP®Global Emerging Markets Equity Fund. In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region. 08 May 2024.
Portfolio Adviser
WEBPortfolio Adviser. Capital Group has rolled out an OEIC version of its New Perspective fund. The strategy first launched in 1973 in the US, and was available as a SICAV in 2015. It invests in multinationals that could benefit from long-term global growth. Since the US version launched, it has returned an average 13.7% per year, while the MSCI ...
Morningstar: Active managed portfolios now make up less than …
WEBSep 9, 2024 · Managed portfolio launches slow in 2023. Managed portfolio services labelled by their providers as “active” have declined from 61% of Morningstar’s database in 2022 to 48% at the end of July 2024. Currently, under 15% of managed portfolios have no index funds included, as the popularity of passive and blended portfolios rise.
Magazines Archive - Portfolio Adviser
WEBJul 17, 2024 · January 2024. For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the …
FE fundinfo snaps-up AdviserAsset | PA Adviser
WEBSep 12, 2024 · Alex Sebastian. FE fundinfo, has acquired due diligence and product selection tool provider, AdviserAsset. AdviserAsset offers a range of tools for financial advisers, enabling product and platform switch analysis involving multiple client holdings. FE fundinfo’s clients will also benefit from AdviserAsset’s large platform database ...
PA Plus - Portfolio Adviser
WEBGravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure. A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.
News - Portfolio Adviser
WEBSep 17, 2024 · Portfolio insights: Video interview with Dale Nicholls. Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024. 19 December 2023.