MPS: Smaller-value clients face restricted access
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
Multi Asset
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Rate cut expectations being scaled back by investors – AJ Bell’s Mould
Equities could come under pressure
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Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
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Rathbones hires analyst to multi-asset team
Emma Letheren joins from RBC Capital Markets
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AJ Bell reduces charges for multi-asset income range
Fee reduced 15 basis points to 0.50%
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Invesco staying defensive with fixed income overweight as tariff headwinds loom
Quality and low volatility characteristics expected to outperform
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WisdomTree launches leveraged multi-asset ETF
WisdomTree Global Efficient Core UCITS ETF offers exposure to large cap global equities and fixed income futures
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The asset allocator diary: Simon Evan-Cook
A week in the life of Simon Evan-Cook, fund manager of VT Downing Fox Funds
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Premier Miton’s David Jane: These six stocks are profit magnets but share a key risk
Earnings growth for these companies has been outstanding
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Schroders Personal Wealth drops multi-manager model
Adopting a single manager approach on the £14.3bn fund range is ‘the most appropriate strategy going forward’
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The asset allocator diary: David Lewis
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
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ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data