‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Mark Carney cast doubt on a May rate rise, UK GDP grew at its most sluggish pace in over five years, US treasuries hit 3% and Russia faced US sanctions. So which funds had the toughest time navigating April? Our sister publication Portfolio Adviser examines performance figures from FE.
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Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
Equity holdings in multi-asset funds surpassed their long-term average
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
RC Brown’s Oliver Brown on why now could be an attractive entry point to the junior market for investors with a long-term outlook