FE Investments, the investment arm of global fund data company FE fundinfo, has seen a record 125 per cent increase in assets under management (AUM) this year into its Responsibly Managed portfolio range.
UK savers put GBP5.3 billion into retail funds in Q3 2020, more than three times the net retail sales of Q3 2019 (GBP1.2 billion), according to latest figures published today by the Investment Association (IA).
The WealthSelect managed portfolio service has reduced its equity allocations to the US and Asia following strong market performance, adding to the UK and Europe as a result.
Despite a year of turmoil in the markets, seven funds were able to deliver returns of more than 40 per cent for investors during the first half of 2020.
UK savers put GBP4.7 billion into retail funds in May 2020 building on the positive fund flows in April, according to latest figures published today by the Investment Association (IA).
Quilter Cheviot’s Climate Assets Fund, a fossil fuel-free strategy investing in the growth markets of sustainability and environmental technologies, has surpassed GBP100 million of client assets under management (as at 31 May 2020).
UK savers put GBP4 billion into retail funds in April 2020 after record outflows in March, according to latest figures published today by the Investment Association (IA).
Brown Advisory, an independent and privately held global investment management firm which oversees more than USD78 billion in client assets, has marked five years since the launch of its Global Leaders Strategy on 1 May 2015.
Brown Advisory's US Sustainable Growth UCITS Fund has outperformed the Russell 1000 Growth Index by 3.9 per cent annualised since inception three years ago. The Fund also outperformed its benchmark in Q1 2020 by 3.8 per cent.
The latest Fund Flow Index from Calastone shows that fund flows into active equity funds dropped 93 per cent over the month, as nine-tenths of January’s overall net equity inflow went into index funds.