Analysis: The emerging vogue for active ETFs
Jupiter, Avantis and Robeco have all launched products in the past month
Fidelity
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Spot the Dog: Number of underperforming mega funds on the rise
A total of 15 funds worth over £1bn each accounted for 59.6% of the assets of all funds that underperformed over the past three years
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Fidelity: Intermediaries increase active ETF exposure
61% of intermediaries expect to increase their allocation to active ETFs over the next 18 months
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Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Kepler reveals rated investment trusts for 2025
Winners across growth, income and alternative income categories
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FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
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30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
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Evelyn Partners ups UK exposure with Fidelity Special Situations
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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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