Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
Fixed income funds also shed record amounts of cash during August and September
Third month in a row of overall inflows
Removing IHT relief from AIM likely to result in significant volatility
A quarter of those quizzed (27%) said they expect a ‘dramatic increase’ in trading
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
The fund manager deals with the elephant in the room
The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
Eric Burns, lead manager of the SDL Free Spirit fund, makes the case for UK equities
Tactical asset allocation update notes a fundamental shift
UK equity outflows doubled, while bond funds recorded third worst month