Equities

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Old Mutual’s Quilter launches Aim portfolio

Quilter Cheviot is joining with OMGI to launch a discretionary tax-advantageous Aim portfolio. The Quilter Cheviot Aim strategy service will be overseen by chief investment strategist Alan McIntosh alongside OMGI head of UK mid and small cap equities Dan Nickols. Quilter Cheviot and OMGI are both owned by Old Mutual, but the latter is currently in the […]

Active vs Passive
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Passive assets set to eclipse active in 10 years

Passive assets are on track to surpass active funds in 10 years, according to a new EY report. ETFs will benefit disproportionately from the shift because of their low fees and intraday liquidity in volatile markets, EY says. The Global ETF Research 2017: reshaping around the investor report found 67 per cent of the industry expects most […]

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Asset manager to hike fund fees on Mifid II costs

Boutique firm Crux Asset Management will increase the cost of some of its funds as it plans to continue to charge clients for research after Mifid II, Money Marketing can reveal. Despite many peers having decided to absorb the costs, at the start of November the firm, created by ex-Henderson Global Investors star fund manager […]

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Shift to passives will reverse, Skerritts predicts

The huge wall of money flowing into passives is being driven by the complacency of investors who are trying to buy everything, says Andy Merricks, head of investments at Skerritts Wealth Management. While concerns around a passive bubble have been well documented, Merricks says they are unwarranted as the bulk of money going into passive […]

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Standard Life Aberdeen faces $10bn in withdrawals since merger

Merger and performance concerns have led $10bn (£7.6bn) in outflows from Standard Life Aberdeen, according to a new analysis. Standard Life Aberdeen was the worst-selling fund house this September, the month after the pair merged, according to research from Morningstar and the Financial Times. Its record over the first nine months of the year is […]