Fund Notifications

Category: Fund Notifications

FSSA Japan Focus – fund performance review

We've conducted a review of the FSSA Japan Focus fund following a period of underperformance.

Hal Cook , Senior Investment Analyst

24 November 2023 | 4m read

Category: Fund Notifications

Artemis Strategic Bond Fund Update

Hal Cook, Senior Investment Analyst, provides an update on the changes in management at Artemis Strategic Bond Fund.

Hal Cook , Senior Investment Analyst

8 November 2023 | 3m read

Category: Fund Notifications

Wealth Shortlist Update: Liontrust UK Equity

We have taken the decision to remove the Liontrust UK Equity fund from the Wealth Shortlist.

Joseph Hill , Senior Investment Analyst

6 October 2023 | 2m read

Category: Fund Notifications

Wealth Shortlist Update: Aviva Investors UK Listed Equity Income

We have taken the decision to remove the Aviva Investors UK Listed Equity Income fund from the Wealth Shortlist.

Joseph Hill , Senior Investment Analyst

2 October 2023 | 1m read

Category: Fund Notifications

BNY Mellon US Equity Income fund added to Wealth Shortlist

BNY Mellon US Equity Income was added to the Wealth Shortlist of funds chosen by our analysts for its long-term performance potential on 14th September 2023.

Aidan Moyle , Senior Investment Analyst

14 September 2023 | 3m read

Category: Fund Notifications

Wealth Shortlist funds update: Fidelity Sustainable MoneyBuilder Income

In January, Fidelity announced that Sajiv Vaid is retiring at the end of 2023. Vaid joined Fidelity in 2015 and took over as the lead manager of the Fidelity Sustainable MoneyBuilder Income fund in 2019.

Hal Cook , Senior Investment Analyst

1 August 2023 | 1m read

Category: Fund Notifications

Lansdowne Partners to acquire CRUX Asset Management Limited

Josef Licsauer, Investment Analyst, provides an update on Lansdowne Partners's acquisition of CRUX Asset Management Limited.

Josef Licsauer , Investment Analyst

9 June 2023 | 1m read

Category: Fund Notifications

BNY Mellon Multi-Asset Balanced fund added to the Wealth Shortlist

BNY Mellon Multi-Asset Balanced was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 8 June 2023.

Hal Cook , Senior Investment Analyst

8 June 2023 | 3m read

Category: Fund Notifications

Wealth Shortlist funds update: Liontrust Sustainable Future Corporate Bond

In March 2023, Liontrust announced that Stuart Steven would be retiring from his role as Head of Fixed Interest within the Sustainable Investment Team at Liontrust with effect from the end of September 2023.

Hal Cook , Senior Investment Analyst

24 May 2023 | 2m read

Category: Fund Notifications

Lindsell Train funds – investment risk update

Emma Wall, Head of Investment Analysis and Research, provides an update on the risk oversight of the Lindsell Train Global Equity and Lindsell Train UK Equity funds.

Emma Wall , Head of Investment Analysis & Research

18 May 2023 | 2m read

Category: Fund Notifications

Ninety One UK Sustainable Equity added to Wealth Shortlist

Ninety One UK Sustainable Equity was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 15 May 2023.

Joseph Hill , Lead Investment Analyst

15 May 2023 | 3m read

Category: Fund Notifications

TB Amati UK Listed Smaller Companies – fund manager change

Amati Global Investors announced in April 2023 that Anna Macdonald, co-manager of the TB Amati UK Listed Smaller Companies fund had departed the business.

Joseph Hill , Lead Investment Analyst

10 May 2023 | 2m read

Category: Fund Notifications

Wealth Shortlist funds update: BNY Mellon Real Return and BNY Mellon Sustainable Real Return

Aron Pataki and Andy Warwick have taken over as co-lead managers of the Real Return team.

Hal Cook , Senior Investment Analyst

5 May 2023 | 3m read

Category: Fund Notifications

Legal & General Future World ESG Emerging Markets Index added to Wealth Shortlist

Legal & General Future World ESG Emerging Markets Indexfunds chosen by our analysts for their long-term performance potential on 27 April 2023.

Alexander Watkins , Passive Investment Analyst

27 April 2023 | 3m read

Category: Fund Notifications

HSBC FTSE 250 Index ongoing charge change

The HSBC FTSE 250 index fund has changed the way it calculates its ongoing charges.

Alexander Watkins , Passive Investment Analyst

19 April 2023 | 3m read

Category: Fund Notifications

Royal London Corporate Bond - fund manager change

Having been a named manager on the fund since 1999, Jonathan Platt has stepped down as co-manager, leaving Shalin Shah and Matt Franklin to manage the fund going forward.

Hal Cook , Senior Investment Analyst

17 March 2023 | 3m read

Category: Fund Notifications

Wealth Shortlist Update: EdenTree Responsible & Sustainable Managed Income

We've taken the decision to remove the EdenTree Responsible & Sustainable Managed Income fund from the Wealth Shortlist.

Hal Cook , Senior Investment Analyst

1 March 2023 | 3m read

Category: Fund Notifications

Polar Capital European ex-UK Income fund added to Wealth Shortlist

Polar Capital European ex-UK Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 16 February 2023.

Josef Licsauer , Investment Analyst

16 February 2023 | 3m read

Category: Fund Notifications

Legal & General Future World ESG UK Index added to Wealth Shortlist

Legal & General Future World ESG UK Index was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 14 February 2023.

Alexander Watkins , Passive Investment Analyst

14 February 2023 | 3m read

Category: Fund Notifications

Wealth Shortlist funds update: BNY Mellon Real Return and BNY Mellon Sustainable Real Return

BNY Mellon has announced tragic news regarding the sudden passing of Suzanne Hutchins, Head of the Real Return team at Newton Investment Management Limited.

Hal Cook , Senior Investment Analyst

20 December 2022 | 2m read

Category: Fund Notifications

Wealth Shortlist Update: Marlborough Multi Cap Income

We’ve taken the decision to remove the Marlborough Multi Cap Income fund from the Wealth Shortlist.

Joseph Hill , Senior Investment Analyst

16 December 2022 | 3m read

Category: Fund Notifications

Pyrford Global Total Return – fund performance review

As part of our research and analysis, we analyse fund manager performance after charges, to find managers who are truly adding value for investors. As part of this analysis, we’ve conducted a review of the Pyrford Global Total Return fund.

Hal Cook , Senior Investment Analyst

31 October 2022 | 5m read

Category: Fund Notifications

Wealth Shortlist Update: CT UK Equity Income

We have taken the decision to remove the CT UK Equity Income fund from the Wealth Shortlist.

Kate Marshall , Lead Investment Analyst

28 September 2022 | 2m read

Category: Fund Notifications

abrdn UK Smaller Companies – fund manager Harry Nimmo to retire

After an investment career stretching almost four decades, well renowned stock picker Harry Nimmo will retire at the end of December 2022.

Joseph Hill , Senior Investment Analyst

5 September 2022 | 3m read

Category: Fund Notifications

Wealth Shortlist Update: TM CRUX European Special Situations

We’ve taken the decision to remove the TM CRUX European Special Situations fund from the Wealth Shortlist.

Josef Licsauer , Investment Analyst

2 September 2022 | 4m read

Category: Fund Notifications

BlackRock Continental European Income added to Wealth Shortlist

BlackRock Continental European Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 26 August 2022.

Josef Licsauer , Investment Analyst

26 August 2022 | 3m read

Category: Fund Notifications

Jupiter investment update

An update for investors in the Jupiter UK Smaller Companies and Jupiter UK Mid Cap funds.

Emma Wall , Head of Investment Analysis and Research

1 July 2022 | 3m read

Category: Fund Notifications

Fidelity MoneyBuilder Income – fund changes

With effect from 26 May 2022, the Fidelity MoneyBuilder Income fund’s investment policy will change to incorporate an increased focus on sustainable investment.

Dominic Rowles , Lead ESG Analyst

23 May 2022 | 3m read

Category: Fund Notifications

Baillie Gifford Managed – fund performance review

As part of our research and analysis, we analyse fund manager performance after charges, to find managers who are truly adding value for investors.

Josef Licsauer , Investment Analyst

9 May 2022 | 4m read

Category: Fund Notifications

Baillie Gifford American – fund performance review

As part of our research and analysis, we analyse fund manager performance after charges, to find managers who are truly adding value for investors.

Joseph Hill , Senior Investment Analyst

29 April 2022 | 4m read

Category: Fund Notifications

Royal London UK Smaller Companies added to Wealth Shortlist

Royal London UK Smaller Companies was added to our Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 25 March 2022.

Henry Ince , Investment Analyst

25 March 2022 | 3m read

Category: Fund Notifications

Liontrust SF Corporate Bond added to the Wealth Shortlist

Liontrust SF Corporate Bond was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 23 February 2022.

Dominic Rowles , Lead ESG Analyst

23 February 2022 | 3m read

Category: Fund Notifications

Wealth Shortlist Update: ASI Latin American Equity

We’ve taken the decision to remove the ASI Latin American Equity Fund from the Wealth Shortlist.

Kate Marshall , Senior Investment Analyst

10 February 2022 | 3m read

Category: Fund Notifications

Wealth Shortlist update: Artemis High Income

In September 2021, Artemis announced that Alex Ralph would step down as lead manager of the Artemis High Income fund and leave the business.

Joseph Hill , Investment Analyst

21 January 2022 | 3m read

Category: Fund Notifications

Vanguard Global Bond Index and Vanguard Global Corporate Bond Index added to the Wealth Shortlist

The Vanguard Global Bond Index and Vanguard Global Corporate Bond Index funds were added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 15 December 2021.

Alexander Watkins , Passive Investment Analyst

15 December 2021 | 4m read

Category: Fund Notifications

Liontrust to acquire Majedie Asset Management

It was announced today that Majedie Asset Management will be acquired by Liontrust Asset Management.

Dominic Rowles , Investment Analyst

7 December 2021 | 2m read

Category: Fund Notifications

ASI Global Smaller Companies – fund manager change

Harry Nimmo will step back as co-manager of the ASI Global Smaller Companies fund on 1 December 2021 .

Henry Ince , Investment Analyst

1 December 2021 | 4m read

Category: Fund Notifications

Invesco Tactical Bond - fund manager retirement

After 27 years at Invesco and a 37 year investment career, Co-Head of Fixed income and co-manager of the Invesco Tactical Bond fund Paul Causer will retire at the end of this year.

Joseph Hill , Investment Analyst

22 October 2021 | 3m read

Category: Fund Notifications

EdenTree Higher Income – fund changes

The investment policy and name of the EdenTree Higher Income Fund will change on 15 November 2021, subject to shareholder approval.

Tom Mills , Senior Investment Analyst

15 October 2021 | 3m read

Category: Fund Notifications

Wealth Shortlist Update: Unicorn Outstanding British Companies

We've taken the decision to remove the Unicorn Outstanding British Companies fund from the Wealth Shortlist.

Dominic Rowles , Investment Analyst

8 October 2021 | 4m read

Category: Fund Notifications

Franklin UK Mid Cap - fund manager retirement

Franklin Templeton has announced that veteran research analyst Mark Hall will be retiring in December 2021.

Henry Ince , Investment Analyst

21 September 2021 | 3m read

Category: Fund Notifications

Wealth Shortlist Update: Artemis High Income

Artemis has announced that Alex Ralph, lead manager of the Artemis High Income fund, has left the business. David Ennett has become the new lead manager, alongside co-manager Jack Holmes.

Joseph Hill , Investment Analyst

10 September 2021 | 2m read

Category: Fund Notifications

Wealth Shortlist Update: Artemis Strategic Bond

We have taken the decision to remove the Artemis Strategic Bond fund from the Wealth Shortlist.

Joseph Hill , Investment Analyst

8 September 2021 | 2m read

Category: Fund Notifications

Marlborough Special Situations - change of sector

The Marlborough Special Situations Fund will move from the IA UK Smaller Companies sector to the IA UK All Companies sector on 1 August 2021.

Henry Ince , Investment Analyst

28 July 2021 | 2m read

Category: Fund Notifications

Wealth Shortlist Update: Marlborough UK Micro-Cap Growth

We have taken the decision to remove the Marlborough UK Micro-Cap Growth fund from the Wealth Shortlist. We continue to have high conviction in co-managers Eustace Santa Barbara and Guy Feld.

Henry Ince , Investment Analyst

28 July 2021 | 3m read

Category: Fund Notifications

Columbia Threadneedle to acquire Pyrford International

Columbia Threadneedle Investments is to acquire BMO Financial Group's EMEA Asset Management business, including Pyrford International.

Tom Mills , Senior Investment Analyst

5 May 2021 | 3m read

Category: Fund Notifications

Janus Henderson UK Responsible Income added to the Wealth Shortlist

Janus Henderson UK Responsible Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 22 April 2021.

Dominic Rowles , Investment Analyst

22 April 2021 | 2m read

Category: Fund Notifications

Trojan Ethical Income added to Wealth Shortlist

Trojan Ethical Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 22 April 2021.

Dominic Rowles , Investment Analyst

22 April 2021 | 2m read

Category: Fund Notifications

Troy Trojan Income – fund manager change

Francis Brooke and Hugo Ure will step down as co-managers of the Troy Trojan Income fund at the end of 2021. Blake Hutchins, the fund’s other co-manager, will take over as lead manager.

David Holder , Investment Analyst

9 April 2021 | 3m read

Category: Fund Notifications

Artemis Strategic Assets – fund manager change

William Littlewood has stepped down from managing the Artemis Strategic Assets Fund. In this update, Senior Investment Analyst Kate Marshall considers what the management change means for investors.

Kate Marshall , Investment Analyst

8 January 2021 | 4m read

Category: Fund Notifications

Threadneedle European Select – fund manager change

In this update, Senior Investment Analyst Kate Marshall looks at the upcoming fund manager changes for the Threadneedle European Select Fund.

Kate Marshall , Senior Investment Analyst

15 December 2020 | 3m read

Category: Fund Notifications

EdenTree Higher Income – Robin Hepworth to step down as lead manager

Robin Hepworth will step down as lead manager of the EdenTree Higher Income fund from 1 November 2020. He will also give up his position as EdenTree's Chief Investment Officer.

Dominic Rowles , Investment Analyst

26 October 2020 | 1m read

Category: Fund Notifications

Man GLG Japan CoreAlpha – Stephen Harker and Neil Edwards to retire

Stephen Harker, lead manager of the Man GLG Japan CoreAlpha Fund is to step down at the end of March 2021 after four decades in the industry. Senior portfolio manager Neil Edwards will retire at the same time.

Dominic Rowles , Investment Analyst

19 October 2020 | 2m read

Category: Fund Notifications

Tom Dobell to step down from the M&G Recovery fund

Tom Dobell will step down as manager of the M&G Recovery fund at the end of this year, at which point he'll also leave M&G.

Dominic Rowles , Investment Analyst

18 September 2020 | 1m read

Category: Fund Notifications

Schroder Small Cap Discovery – fund manager change

Matthew Dobbs, manager of the Schroder Small Cap Discovery fund, will step back from full-time fund management from 1 January 2021. Dobbs' long-term colleagues Robin Parbrook and Alex Deane will take over as co-managers of the fund.

Kate Marshall , Senior Investment Analyst

7 September 2020 | 2m read

Category: Fund Notifications

Liontrust announces two fund mergers

Liontrust is to merge its UK Mid Cap and UK Opportunities funds with the Liontrust UK Growth Fund. Mark Martin, who previously managed the former two funds, has left the business with immediate effect.

Emma Wall , Head of Investment Analysis

25 August 2020 | 1m read

Category: Fund Notifications

TB Amati UK Smaller Companies added to Wealth Shortlist

The managers are experienced UK smaller companies specialists. Their focus on financially strong companies means they’re more conservative than many other managers in the sector.

Emma Wall , Head of Investment Analysis

30 July 2020 | 1m read

Category: Fund Notifications

Invesco Tactical Bond – change of manager

Paul Read, co-manager of the Invesco Tactical Bond fund will step back from the fund on 31 August 2020. Read’s colleagues Stuart Edwards and Jack Parker will replace him and join existing co-manager Paul Causer to form a three person team.

Joseph Hill , Investment Analyst

22 July 2020 | 1m read

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