Equities

1

Old Mutual Wealth: Getting to the bottom of negative transaction costs

Old Mutual Wealth’s Jeremy Mugridge explains why some transaction costs appear as a negative figure on a platform, following a Money Marketing article this week The regulatory regime brought in by Mifid II and Priips is beginning to bed in, and some of the more bizarre implications of the vast legislation are beginning to pop […]

Investors withdraw from Woodford’s signature fund

Investors have pulled almost £2bn out of Neil Woodford’s signature fund since May. The Woodford Equity Income fund has seen assets under management drop from a peak of £10.15bn in May to £8.2bn in December as investors showed their disappointment in the manager’s performance, the Financial Times reports. Some of the fund’s key holdings including […]

Bestinvest spot the dog 07/14
1

Who has topped the latest Spot the Dog list?

Aberdeen Standard Investments has been named the top offender in Bestinvest’s latest Spot the Dog report of underperforming equity funds. In the first bi-annual report by Bestinvest for this year the asset management giant, which was formed after the merger between Aberdeen Asset Management and Standard Life last year, has four funds listed in the report […]

Aberdeen Standard Investments and Big Issue partner for impact fund

Big Issue Invest has partnered with Aberdeen Standard Investments to launch its first equity vehicle, the UK Equity Impact–Employment Opportunities fund. Managed by investment director Lesley Duncan, the fund will invest in companies that promote and implement good employment opportunities and practices, the firm says. The portfolio will typically comprise companies where at least 50 […]

Growth-Emerging-New-Plant-General-700x450.jpg

Which funds have outperformed in January?

Asian, emerging market equity and technology funds have dominated fund performance for the first month of the year, according to figures from the Investment Association. January statistics showed the China/Greater China, Japanese Smaller Companies and Global Emerging Markets outperforming their western-based counterparts, with a respective 4.56 per cent, 2.37 per cent and 2.34 per cent […]

Cambridge IFA launches discretionary portfolios

Gibbs Denley Investment Management has launched a series of discretionary portfolios as it readies to serve external advisers. The advice firm revealed last September its plans to launch a discretionary managed portfolio to external advisers. The portfolios, managed by investment manager Thomas Sparke, consist of a mix of 15 strategies comprising five risk-targeted funds, five […]

16

Fool’s gold: How Mifid II has revealed the true cost of funds

Mifid II reveals true cost of ‘cheap’ funds Investors may have been paying a third more in transaction costs than previously thought as new European regulation sheds a fresh light on the lack of transparency in fund fees. Advisers and platforms are quizzing fund groups on the nature of their transaction cost calculations as many […]