Tillit removes five funds following manager shifts
Two funds remained in universe following review
Fidelity
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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
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‘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
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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?