British Smaller Companies VCTs launch £75m fundraise
Managed by YFM Equity Partners
Products
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Alliance Witan makes manager change as portfolio transition completes
Alliance Witan investment manager removes Black Creek Investment Management from portfolio
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WTW’s Gray: How to strike a balance between concentration and diversification
Concentrated markets can be risky, but concentrated portfolios drive top returns – investors need to re-examine the balance, writes Stuart Gray
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Puma VCT 13 seeks up to £70m of fresh cash
The VCT has total net assets of £118.6m and a portfolio of 20 companies
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Invesco teams-up with Just Group to roll out retirement product
Risk-rated by Dynamic Planner and available to advisers via the 7IM platform
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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Octopus AIM VCTs launch £30m fundraise
The VCTs already have total net assets of £200m
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7IM teams-up with Brooks Macdonald to offer MPS
Active and passive options now available
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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Six in seven advisers have clients going leveraged long on stocks or shorting
Four in five advisers expect their clients’ use of leveraged ETPs to increase
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Ebi launches passive ESG MPS range
The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’
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Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio launches slow in 2023