‘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
Fidelity
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Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
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Head to head: It is time to reassess UK plc?
Alex Wright of Fidelity Special Situations and Sarasin & Partners’ Harveer Mata go head to head on the case for UK equities
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Square Mile: Income-related funds lose appeal
Havelock London leads for most-searched fund group and individual active fund
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Square Mile: Baillie Gifford and Fidelity fund ‘A’ ratings removed
While CT Global Social Bond has been inducted into the Academy of Funds for the first time
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RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
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FundCalibre awards Aegon, Fidelity and Ninety One funds with ‘Elite’ rating
Seven strategies received the rating while four were awarded the ‘Elite Radar’ badge
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Pridham Report: ‘Bruising’ 2023 sees record outflows for UK fund industry
BlackRock tops gross and net annual flows for 10th consecutive year
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
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Portfolio insights: Video interview with Chris Tennant
Fidelity International portfolio manager on emerging markets outlook, sentiment and portfolio positioning
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Just 17% of Brits believe finance industry is supportive on vulnerability
Advisers say they need more help from providers on this issue