Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
Fidelity
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Fidelity to add private assets to £16.9bn pension scheme strategy
Investments will be made via Fidelity’s first Long-Term Asset Fund (LTAF)
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Women could add $3.22trn to markets in ‘wealth boom’ – if the industry wasn’t complacent
Female investors could up financial service revenues by $700bn, but wealth managers are overlooking this untapped demographic
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Bestinvest: Liontrust, M&G and BlackRock mandates join Best Funds list for first time
JPM UK Equity Core, Alliance Trust, SPDR MSCI ACWI ETF and Xtrackers S&P 500 Equal Weight ETF also made the grade since March 2024
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Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
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Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
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Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities
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Tillit removes five funds following manager shifts
Two funds remained in universe following review
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Morningstar: UK-domiciled funds enjoy first month of positive flows in a year
Largely driven by inflows into fixed income products
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Baillie Gifford, Allianz and GAM funds lose ratings in Square Mile rebalance
One new fund and one investment company also enter the Academy