Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
Products
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Diana French: VCTs are becoming part of clients’ annual planning
Triple Point’s retail strategy director, Diana French, shares her insight on VCTs
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Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
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Defaqto reveals top 10 most recommended multi-asset strategies and MPS
Rankings formed using data from Engage adviser research software
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Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
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TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’
James Penny says that the rise in money market portfolios is due to high interest rates and interest from low-risk clients
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Quilter Cheviot launches new strategies on adviser platforms
Which will be available immediately through its MPS
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Moneyweb partners with asset manager on bespoke MPS
That will power a range of discretionary portfolios
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Defaqto reveals most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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Woodford investors granted single vote on Link redress scheme
No separate vote for retail and institutional investors
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Schroders rolls out alternatives fund to MPS clients
Fund provides investors with access to assets not directly available on UK retail platforms
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Charles Stanley announces MPS partnership with Fairstone
Building risk-targeted portfolios for Fairstone’s advisers