Morningstar to launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
Adapting its existing Medalist Rating framework for private market vehicles
North American equity funds attracted £1.5bn as investors ‘bought the dip’ amid tariff turmoil, according to Calastone
Annualised 0.3% fall was largely attributed to companies building inventory ahead of the 2 April tariffs announcement
Collaboration between Schroders and Phoenix Group
But further market turbulence remains likely
UK company dividends declined 4.6% due to lower one-off special payments, according to Computershare’s Dividend Monitor
Final CCI rules will be set out in late 2025
The print, which came in below expectations, could pave the way for further interest rate cuts
Woodford resurfaced last year following the collapse of the Woodford Equity Income fund in 2019
While UK equity funds posted their worst ever quarter for net flows
Including bespoke rules for investment trusts and VCTs
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future