Unit trusts/OEICs


First M&G Property Distribution Due In February With Wind-up Predicted To Last 18 Months

Markets - Published date: .

Investors in the suspended M&G Property Portfolio can expect their first distribution from the fund in early Febru... Read more

Tyndall IM Rebrands Real Income Fund To Reflect 'unconstrained' Asset Allocation

Markets - Published date: .

Tyndall Investment Management has rebranded its VT Tyndall Real Income fund to VT Tyndall Unconstrained UK Income fund... Read more

Atlantic House Rebrands Total Return Fund To 'improve Transparency'

Markets - Published date: .

Atlantic House Investments has renamed its Total Return fund to better reflect its asset allocation. Read more

Somerset Capital Management Funds Seek New Home As Firm Set To Close Following SJP Redemptions

Markets - Published date: .

A duo of Somerset Capital Management funds are seeking a new investment adviser as the emerging markets firm co-founde... Read more

Remaining Woodford Fund Assets Shrink 40% Since Last Distribution Revealed

Markets - Published date: .

The remaining assets of the former Woodford Equity Income fund have shrunk 40% since the fifth capital distribution wa... Read more

AVI To Launch UCITS Versions Of Global And Japan Opportunity Investment Trusts

Markets - Published date: .

Asset Value Investors is set to launch UCITS versions of its Global and Japanese equity strategies in the first quarte... Read more

JO Hambro's Regnan Launches Mobility And Logistics Equity Fund

Markets - Published date: .

Regnan, the sustainable and impact investing brand of JO Hambro Capital Management, has launched an Irish-domiciled Gl... Read more

Deep Dive: A 'bleak' Future But Not A 'forgone Conclusion' For Open-ended Property Funds

Markets - Published date: .

Recent suspensions have brought open-ended property funds back into the spotlight, leaving investors to debate the fut... Read more

Partner Insight: Will Hostile Takeovers Boost Japan's Appeal In 2024?

Markets - Published date: .

Shifting mindset around corporates structures is helping Japan to rally; but for how long? Watch our latest series, In... Read more

Autumn Statement 23: LTAFs To Be Included In ISAs Amid Sweeping Regime Overhaul

Markets - Published date: .

Chancellor Jeremy Hunt has revealed the government will simplify the Individual Savings Account regime to make it easi... Read more

Blackfinch Unveils Infrastructure And Property Funds

Markets - Published date: .

Blackfinch Group has launched two infrastructure and property funds, which seek to invest in the "next generation" of ... Read more

Thematic Fund Investors Miss Out On Two Thirds Of Returns Due To Poor Timing

Markets - Published date: .

Investors are missing out on more than two thirds of total returns in thematic funds due to "poor timing" in their buy... Read more

Marlborough Group Gets £5.5bn ACD Mandate From Evenlode

Markets - Published date: .

Evenlode and Marlborough Group have signed a letter of intent to appoint Marlborough’s Investment Fund Services (IFS... Read more

Pridham Report: BlackRock Remains On Top Even As Net Sales Sag 40%

Markets - Published date: .

BlackRock has maintained its top spot in the latest Pridham Report, even as its net retail sales for the third quarter... Read more

Fundsmith Equity Takes Stake In Cybersecurity Firm Fortinet

Markets - Published date: .

Fundsmith Equity added a small holding in cybersecurity company Fortinet to the fund last month, according to its late... Read more

Morgan Stanley IM Opens Up American Resilience Equity Fund To UK Investors

Markets - Published date: .

Morgan Stanley Investment Management has launched a equity fund in the UK investing in “high quality” American com... Read more

CG Asset Management To Launch Index-linked Bond Fund

Markets - Published date: .

CG Asset Management (CGAM), a boutique investment house focused on absolute return and inflation-linked sovereign bond... Read more

PIMCO GIS Income Fund Wins RSMR Rating

Markets - Published date: .

Research house RSMR has rated the PIMCO GIS Income fund for the first time, Investment Week can reveal. Read more

Deep Dive: 'Dark Green' Article 9 Funds Set To Blossom As Climate Threat Grows

Markets - Published date: .

'Dark green' Article 9 funds may be few in number but they have potential to provide strong returns given the growing ... Read more

Evelyn Partners Sustainable MPS Sells Out Of Impax Trust Amid Discount To NAV

Markets - Published date: .

Evelyn Partners’ sustainable MPS team has sold its holding in the Impax Environmental Markets investment trust as pa... Read more