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UCITs

Arnaud Cosserat, Comgest

Comgest merges top decile Japan equity funds

Thu, 27/04/2017 - 12:17

Comgest is merging its French-domiciled Comgest Japan SICAV into the Comgest Growth Japan Dublin-domiciled UCITS fund, effective from 21 April 2017. »

Bernard Delbecque, EFAMA

Net assets of European investment funds rise to an all-time high

Mon, 13/03/2017 - 14:23

Investment fund assets in Europe increased by 6.1 per cent to a record high of EUR14,142 billion in 2016, according to the European Fund and Asset Management Association’s (EFAMA) latest Quarterly Statistical Release.  »

Darran Goodwin, Garraway

Systematic fund Garraway to build assets

Tue, 07/03/2017 - 15:28

London-based Garraway Capital Management has announced that it is to build on its strong 2016 performance with a programme designed to build its assets. Its Irish UCITS fund, Garraway Financial Trends, was launched in 2012, becoming a ‘pure’ UCITS strategy in February 2014. »

Mark Voumard, Gordian Capital

Singapore-based Gordian Capital launches Luxembourg UCITS fund

Tue, 07/03/2017 - 13:51

Gordian Capital Singapore has launched the Quadratus Fund which will offers investors access to a balanced portfolio, diversified globally across three asset classes – equities, fixed income, currencies. »

Satish Pulle, ECM Asset Management

Wells Fargo launches Financial Credit Fund on Lyxor’s alt UCITS platform

Thu, 02/03/2017 - 13:04

Lyxor Asset Management has partnered with Wells Fargo Asset Management (WFAM) to launch the Lyxor/Wells Capital Financial Credit Fund, adding a credit specialist to its alternative UCITS platform. »

Bernard Delbecque, EFAMA

European investment fund net assets topped EUR14 trillion in 2016, says EFAMA

Wed, 01/03/2017 - 10:19

Net assets of UCITS and AIF funds climbed above the EUR14 trillion mark for the first time ever in 2016 with net sales contributing to 52 per cent of the rise in total assets, and market appreciation accounting for the reminder of the increase. »

Eran Ben-Zour, Heptagon

Heptagon launches three new UCITS funds for Chicago and California based managers

Wed, 15/02/2017 - 14:22

Heptagon Capital has launched three new UCITS funds for US-based managers via it’s USD2 billion Irish UCITS fund company. This takes to 11 the total number of strategies now available to UCITS fund investors. »

David Brown, Victory

Victory and Carolon launch two emerging markets UCITS funds

Tue, 07/02/2017 - 10:25

Carolon Capital and Victory Capital have launched two UCITS funds focused on emerging market strategies. »

Ciara Houlihan, HSBC Institutional Trust Services

Irish UCITS fund approved to invest via Shenzhen-Hong Kong Stock Connect

Mon, 30/01/2017 - 14:25

Value Partners Ireland Fund Plc, an Irish UCITS umbrella serviced by HSBC, has been approved to commence investing in China via the Shenzhen-Hong Kong Stock Connect. »

Daniel Hyman, PIMCO

PIMCO launches GIS Mortgage Opportunities Fund

Mon, 30/01/2017 - 13:01

PIMCO has launched the PIMCO GIS Mortgage Opportunities Fund, a UCITS fund offering investors an absolute-return oriented strategy investing in mortgage-backed securities. »

Dik van Lomwel, Neuberger Berman

Neuberger Berman launches Global Opportunistic Bond Fund

Thu, 19/01/2017 - 09:23

Neuberger Berman has broadened its fixed income UCITS offering with the launch of the Neuberger Berman Global Opportunistic Bond Fund. »

Tortoise launches North American energy infrastructure fund

Tortoise launches North American energy infrastructure fund

Wed, 04/01/2017 - 10:18

Tortoise Capital Advisors, an investment manager specialising in listed energy investing, has launched the Tortoise North American Energy Infrastructure Fund, a UCITS fund domiciled in Luxembourg. »

Open-ended fund assets see steady growth in Q3

Open-ended fund assets see steady growth in Q3

Mon, 19/12/2016 - 14:05

Investment fund assets worldwide increased 3.4 per cent in the third quarter of 2016 to EUR39.4 trillion, according to the European Fund and Asset Management Association.   »

Raphael Marechal, Nikko AM

Nikko AM launches emerging markets local currency bond fund

Thu, 08/12/2016 - 14:41

Nikko Asset Management has launched the Emerging Markets Local Currency Bond UCITS Fund, which is managed by head portfolio manager – emerging markets, Raphael Marechal. »

Erik Knutzen, Neuberger Berman

Neuberger Berman broadens multi-asset UCITS offering

Tue, 06/12/2016 - 09:27

Neuberger Berman is extending its suite of multi-asset solutions with the launch of two UCITS Funds – the Multi-Asset Risk Premia Fund and the Multi-Asset Class Income Fund. »

Andrew Dreaneen, Schroders

Schroder GAIA platform: Building from a position of strength

Wed, 23/11/2016 - 14:15

According to Hedge Funds Research, hedge funds this year have experienced more than USD50 billion of net outflows, continuing a theme that began back in Q4 2015.  »

James Williams, Hedgeweek

UCITS: A compelling distribution option for hedge fund managers

Wed, 23/11/2016 - 14:05

With investors concerned over the impact that a rising rate environment could have on their fixed income portfolios, the need to look for alternative solutions to hedge against, and even profit from, widening yields, is becoming paramount. James Williams (pictured) explores how alternative UCITS, which continue to enjoy positive inflows, are proving an appealing option to investors looking to diversify their investments.  »

Tobias Pross, Allianz Global Investors

AllianzGI expands global fixed income offering

Mon, 21/11/2016 - 13:48

Key strategies managed by portfolio managers from Rogge Global Partners (RGP) are now accessible in Allianz Global Investors’ Luxemburg domiciled UCITS fund range. »

Net sales of UCITS see strong rebound in Q2 2016, says EFAMA

Net sales of UCITS see strong rebound in Q2 2016, says EFAMA

Mon, 12/09/2016 - 12:58

Net sales of UCITS rebounded to EUR71 billion in the second quarter of 2016, from net outflows of EUR7 billion in the previous quarter, according to the European Fund and Asset Management Association’s (EFAMA) latest Quarterly Statistical Release.   »

Schroders teams with Two Sigma to launch UCITS hedge fund product

Schroders teams with Two Sigma to launch UCITS hedge fund product

Thu, 25/08/2016 - 07:42

Schroders is launching a UCITS hedge fund product via its GAIA platform – the Schroder GAIA Two Sigma Diversified – which will be sub-advised by Two Sigma Advisers. »

Ulf Fullgraf

Aquila Capital and Alpha Centauri in alternative beta launch

Mon, 25/07/2016 - 10:28

Aquila Capital is to launch an alternative beta strategy in cooperation with Alpha Centauri, bringing the Hamburg-based specialist investment boutique, which offers liquid alternative risk premia and equity factor strategies, to Aquila's Associated Manager Group platform. »

First Saudi firm to manage a UCITS fund announced

Fri, 08/07/2016 - 09:52

SEDCO Capital is the first Saudi based asset management firm to be awarded a mandate to manage MENA and Saudi equities under a UCITS platform in a new partnership with Milltrust International. »

Down arrow

EFAMA reveals sharp decline in net sales of UCITS in Europe during Q1 2016

Thu, 26/05/2016 - 10:04

Net sales of UCITS and AIF reached EUR37 billion in Q1 2016, compared to EUR171 billion in Q4 2015, according to the European Fund and Asset Management Association’s (EFAMA) latest quarterly statistical release.  »

Neuberger Berman launches corporate hybrid bond UCITS

Neuberger Berman launches corporate hybrid bond UCITS

Fri, 20/11/2015 - 10:37

Neuberger Berman has launched a UCITS strategy focused on the fast-evolving non-financial corporate hybrid debt asset class. »

Cohen & Steers launches global listed infrastructure SICAV

Cohen & Steers launches global listed infrastructure SICAV

Wed, 30/09/2015 - 10:36

Cohen & Steers has launched the Cohen & Steers SICAV Global Listed Infrastructure Fund, a new UCITS fund that delivers the firm's market-leading infrastructure strategy to retail and institutional investors outside of the United States.  »

Beverly Chandler

Cerulli questions UCITS' liquidity

Fri, 21/08/2015 - 10:54

Latest research from Cerulli Associates finds that the 'protection' afforded by the rapid redemption rights of a UCITS-compliant structure is of limited value, if the fund's investments cannot be easily liquidated or only at fire-sale values. »

Daniele Spada, Lyxor Asset Management

Strong traction in alternative UCITS platform

Tue, 14/07/2015 - 10:00

Lyxor Asset Management operates the largest commingled hedge fund managed account platform (MAP), but over the last couple of years it has made inroads to build out a similar offering in the UCITS space.  »

Stefano Girola, SYZ Asset Management

Two unique long/short fund offerings

Tue, 14/07/2015 - 10:00

SYZ Asset Management, the investment funds arm of Swiss banking group SYZ, offers investors two unique long/short strategies in its OYSTER UCITS-compliant fund range. The main differentiators between the two funds are summarised in the table.  »

Andres Dollery. Societe Generale Prime Services

In prime position to support CTA UCITS funds

Tue, 14/07/2015 - 10:00

Five years ago, UCITS funds weren't exactly a prominent blip on the radar screen at  Société Générale Prime Services, but over the last two years, excluding managed accounts, they have accounted for approximately 50 per cent of all new funds onboarded by the business in Europe.  »

Irish flag

Polen makes flagship Focus Growth strategy available to UK and EU investors

Thu, 12/03/2015 - 19:45

Polen Capital has launched a new UCITS fund, the Focus Global Growth Irish UCITS Fund , which is now available to UK and EU investors.  »

features

In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 08:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 15:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 14:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 10:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 11:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 13:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 15:43

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