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Liontrust builds out bonds team as assets pass £10bn

Liontrust Asset Management has announced it has poached Baillie Gifford fixed income manager Donald Phillips as assets under management climb past £10bn. The boutique asset manager saw assets increase 9.5 per cent from the start of the quarter to £10.6bn at 31 December. Net inflows for the period were £571m, while total assets increased £916m […]

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Warning over misleading Priips document for investment trusts

Advisers must use common sense when selecting investment trusts through the new Priips’ Key Information Document as it could be misleading for investors. That is the view of analyst Numis Securities, which has published a report about the KID and investment trusts. Priips, which will apply to a wide range of firms including banks, insurers, […]

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Another IFA pulls DB transfers after FCA review

Advice firm Bartholomew Hawkins has stopped its defined benefit transfers following a meeting with the Financial Conduct Authority. According to the FCA’s register the company must “immediately cease all regulated activities relating to defined benefit pension transfer business for which the firm has Part 4A permissions”. The register says the firm ceased work on DB […]

Allianz Technology Trust – April 2017

Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]

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