‘Value for money’ delivery by advisers on the rise
Advisers and clients agree that ‘accessibility is paramount’
Morningstar selects its top 10 newcomers in the Europe ex UK equity sector, according to senior analyst Muna Abu-Habsa. Many of the newcomers are small in size, with four funds with less than $40m. Investors should also be aware that a one-year time frame is a short period to assess fund performance.
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Advisers and clients agree that ‘accessibility is paramount’
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
Regulator likely to focus on three key areas, writes Sparrows Capital’s David Ogden
Chandler has spent over two decades with Schroders
‘Appetite for VCTs is only likely to accelerate in the coming months’
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year, writes Lipper’s Dewi John