INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

FCA BEGINS WORK ON ESTABLISHING OPEN-ENDED LTAF REGIME Mike Sheen. 07 May 2021. The Financial Conduct Authority (FCA) has begun consulting on the establishment of a Long Term Asset Fund (LTAF) regime for UK investors, with the aim of overcoming the liquidity mismatch within open-ended funds investing in illiquid assets. "Specifically designed to accommodate relatively illiquid assets", the

LTAF

GRAVIS ADVISORY LAUNCHES DIGITAL INFRASTRUCTURE FUND Ellie Duncan. 04 May 2021. Gravis Advisory has added a fourth OEIC to its existing range with the launch of the VT Gravis Digital Infrastructure Income fund, targeting the rapid growth of the digital economy. The new offering will be managed by Matthew Norris, Gravis' director of real estate securities, and will invest in companies which

own

21% OF TOTAL EUROPEAN FUNDS UNDER MOST STRINGENT SFDR RULES Funds subject to higher standards of disclosure under the SFDR currently represent up to 21% of total European funds and up to 25% of total European fund assets, research from Morningstar shows. The EU Sustainable Finance Disclosures Regulation (SFDR), which came into force on 10 March, requires asset management firms to classify each

fund as

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry FIDELITY'S CLOUGHERTY TIPS MULTI-ASSET FUNDS FOR The multi-asset fund market is set to grow "exponentially" in the coming years, driven by stronger demand from the IFA market, according to head of wholesale at Fidelity International John Clougherty. Fidelity slashed fees on its £1bn AUM, five-strong Multi-Asset

Allocator range in

WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. ASHOKA INDIA EQUITY TRUST TO ISSUE NEW SHARES IN HUNT FOR The £126.9m Ashoka India Equity investment trust is hunting new capital as it plans to issue new shares that will become effective next month. The board of the trust approved the issuance of new shares in April following strong performance by the managers, White Oak Capital. White Oak founder CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows 'WE ARE BEHOLDEN TO THIS NEW MASTER': JPMAM'S KAREN WARD Investment Week editor Lauren Mason speaks to Karen Ward, chief market strategist for EMEA at JP Morgan Asset Management, about the growing influence of central banks, the death of the economic cycle, and when 'meaningful inflation' will rear its head. COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. THE LATEST THE-INVESTOR-AGENDA NEWS FOR INVESTMENT The latest the-investor-agenda articles from Investment Week - Page 1 INVESTORS MANAGING $41TRN OF ASSETS CALL FOR BOLDER 16 hours ago · Appeal is billed as biggest climate campaign ever mounted by investors after firms responsible for roughly 37% of all global assets under management sign up. More than 450 investors managing $41trn in assets have teamed up to urge world leaders to step up their climate ambition in what has been THE LATEST INVESCO-BOND-INCOME-PLUS NEWS FOR INVESTMENT Green light for City Merchants High Yield trust and Invesco merger. �130m in net assets to be acquired. Investment Trusts. 20 May 2021. ETF SECURITIES LENDING INCREASE MORE THAN TRIPLE WIDER 1 day ago · Securities lending by ETFs has risen 77% in the past four years, outstripping the wider market’s rise of 21% over the same period, according to data from EquiLend. While the rise is far greater than the broader securities lending market, the FT has

reported the

WORLD OCEANS DAY 2021: HOW ARE INDIVIDUAL COMPANIES The ratings and research firm said it expects investors to place a greater emphasis on identifying and engaging with companies within the sectors most exposed to marine biodiversity risks, such as shipping, offshore oil and gas, offshore renewable energy, marine aquaculture, marine fisheries and seabed mining. THE LATEST WOODFORD-EQUITY-INCOME NEWS FOR INVESTMENT The LF Woodford Equity Income fund was the flagship product of Woodford Investment Management. Launched in 2014, it was considered one of his most successful products. At its peak, the Equity Income fund managed £10.2bn worth of assets, with local authority pension funds among them. In June 2019, after a run of poor performance and

massive

MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. INTERACTIVE INVESTOR WANT MANAGERS TO DISCLOSE HOW MUCH interactive investor is calling for new rules requiring fund managers to disclose how much they have invested in the funds and investment trusts they manage to increase transparency regarding their "skin in the game". The direct-to-consumer investment platform has written to NET GAINS TO BE HAD: INVESTING IN DIGITAL INFRASTRUCTURE After a year of extraordinary challenges, investors have been reassessing their portfolios and their priorities. Low interest rate policies have become widespread and global dividends reportedly suffered their worst fall since 2009. At the same time, the appeal of backing resilient investment INDUSTRY VOICE: THE 'SOLVERS': INVESTING IN SOLUTIONS TO When investors reflect on the 2010s, one trend will probably shine bright in the memory: the ascending dominance of ‘Big Tech'. The last decade has seen US technology companies flourish. They have taken commanding positions in their respective areas, like social media and

online search, and

INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

FCA BEGINS WORK ON ESTABLISHING OPEN-ENDED LTAF REGIME Mike Sheen. 07 May 2021. The Financial Conduct Authority (FCA) has begun consulting on the establishment of a Long Term Asset Fund (LTAF) regime for UK investors, with the aim of overcoming the liquidity mismatch within open-ended funds investing in illiquid assets. "Specifically designed to accommodate relatively illiquid assets", the

LTAF

GRAVIS ADVISORY LAUNCHES DIGITAL INFRASTRUCTURE FUND Ellie Duncan. 04 May 2021. Gravis Advisory has added a fourth OEIC to its existing range with the launch of the VT Gravis Digital Infrastructure Income fund, targeting the rapid growth of the digital economy. The new offering will be managed by Matthew Norris, Gravis' director of real estate securities, and will invest in companies which

own

21% OF TOTAL EUROPEAN FUNDS UNDER MOST STRINGENT SFDR RULES Funds subject to higher standards of disclosure under the SFDR currently represent up to 21% of total European funds and up to 25% of total European fund assets, research from Morningstar shows. The EU Sustainable Finance Disclosures Regulation (SFDR), which came into force on 10 March, requires asset management firms to classify each

fund as

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

FCA BEGINS WORK ON ESTABLISHING OPEN-ENDED LTAF REGIME Mike Sheen. 07 May 2021. The Financial Conduct Authority (FCA) has begun consulting on the establishment of a Long Term Asset Fund (LTAF) regime for UK investors, with the aim of overcoming the liquidity mismatch within open-ended funds investing in illiquid assets. "Specifically designed to accommodate relatively illiquid assets", the

LTAF

GRAVIS ADVISORY LAUNCHES DIGITAL INFRASTRUCTURE FUND Ellie Duncan. 04 May 2021. Gravis Advisory has added a fourth OEIC to its existing range with the launch of the VT Gravis Digital Infrastructure Income fund, targeting the rapid growth of the digital economy. The new offering will be managed by Matthew Norris, Gravis' director of real estate securities, and will invest in companies which

own

21% OF TOTAL EUROPEAN FUNDS UNDER MOST STRINGENT SFDR RULES Funds subject to higher standards of disclosure under the SFDR currently represent up to 21% of total European funds and up to 25% of total European fund assets, research from Morningstar shows. The EU Sustainable Finance Disclosures Regulation (SFDR), which came into force on 10 March, requires asset management firms to classify each

fund as

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. THE LATEST THE-INVESTOR-AGENDA NEWS FOR INVESTMENT The latest the-investor-agenda articles from Investment Week - Page 1 INVESTORS MANAGING $41TRN OF ASSETS CALL FOR BOLDER 3 hours ago · Appeal is billed as biggest climate campaign ever mounted by investors after firms responsible for roughly 37% of all global assets under management sign up. More than 450 investors managing $41trn in assets have teamed up to urge world leaders to step up their climate ambition in what has been THE LATEST INVESCO-BOND-INCOME-PLUS NEWS FOR INVESTMENT Green light for City Merchants High Yield trust and Invesco merger. �130m in net assets to be acquired. Investment Trusts. 20 May 2021. ETF SECURITIES LENDING INCREASE MORE THAN TRIPLE WIDER 1 day ago · Securities lending by ETFs has risen 77% in the past four years, outstripping the wider market’s rise of 21% over the same period, according to data from EquiLend. While the rise is far greater than the broader securities lending market, the FT has

reported the

WORLD OCEANS DAY 2021: HOW ARE INDIVIDUAL COMPANIES The ratings and research firm said it expects investors to place a greater emphasis on identifying and engaging with companies within the sectors most exposed to marine biodiversity risks, such as shipping, offshore oil and gas, offshore renewable energy, marine aquaculture, marine fisheries and seabed mining. THE LATEST WOODFORD-EQUITY-INCOME NEWS FOR INVESTMENT The LF Woodford Equity Income fund was the flagship product of Woodford Investment Management. Launched in 2014, it was considered one of his most successful products. At its peak, the Equity Income fund managed £10.2bn worth of assets, with local authority pension funds among them. In June 2019, after a run of poor performance and

massive

MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. INTERACTIVE INVESTOR WANT MANAGERS TO DISCLOSE HOW MUCH interactive investor is calling for new rules requiring fund managers to disclose how much they have invested in the funds and investment trusts they manage to increase transparency regarding their "skin in the game". The direct-to-consumer investment platform has written to NET GAINS TO BE HAD: INVESTING IN DIGITAL INFRASTRUCTURE After a year of extraordinary challenges, investors have been reassessing their portfolios and their priorities. Low interest rate policies have become widespread and global dividends reportedly suffered their worst fall since 2009. At the same time, the appeal of backing resilient investment INDUSTRY VOICE: THE 'SOLVERS': INVESTING IN SOLUTIONS TO When investors reflect on the 2010s, one trend will probably shine bright in the memory: the ascending dominance of ‘Big Tech'. The last decade has seen US technology companies flourish. They have taken commanding positions in their respective areas, like social media and

online search, and

INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

FCA BEGINS WORK ON ESTABLISHING OPEN-ENDED LTAF REGIME Mike Sheen. 07 May 2021. The Financial Conduct Authority (FCA) has begun consulting on the establishment of a Long Term Asset Fund (LTAF) regime for UK investors, with the aim of overcoming the liquidity mismatch within open-ended funds investing in illiquid assets. "Specifically designed to accommodate relatively illiquid assets", the

LTAF

GRAVIS ADVISORY LAUNCHES DIGITAL INFRASTRUCTURE FUND Ellie Duncan. 04 May 2021. Gravis Advisory has added a fourth OEIC to its existing range with the launch of the VT Gravis Digital Infrastructure Income fund, targeting the rapid growth of the digital economy. The new offering will be managed by Matthew Norris, Gravis' director of real estate securities, and will invest in companies which

own

21% OF TOTAL EUROPEAN FUNDS UNDER MOST STRINGENT SFDR RULES Funds subject to higher standards of disclosure under the SFDR currently represent up to 21% of total European funds and up to 25% of total European fund assets, research from Morningstar shows. The EU Sustainable Finance Disclosures Regulation (SFDR), which came into force on 10 March, requires asset management firms to classify each

fund as

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

FCA BEGINS WORK ON ESTABLISHING OPEN-ENDED LTAF REGIME Mike Sheen. 07 May 2021. The Financial Conduct Authority (FCA) has begun consulting on the establishment of a Long Term Asset Fund (LTAF) regime for UK investors, with the aim of overcoming the liquidity mismatch within open-ended funds investing in illiquid assets. "Specifically designed to accommodate relatively illiquid assets", the

LTAF

GRAVIS ADVISORY LAUNCHES DIGITAL INFRASTRUCTURE FUND Ellie Duncan. 04 May 2021. Gravis Advisory has added a fourth OEIC to its existing range with the launch of the VT Gravis Digital Infrastructure Income fund, targeting the rapid growth of the digital economy. The new offering will be managed by Matthew Norris, Gravis' director of real estate securities, and will invest in companies which

own

21% OF TOTAL EUROPEAN FUNDS UNDER MOST STRINGENT SFDR RULES Funds subject to higher standards of disclosure under the SFDR currently represent up to 21% of total European funds and up to 25% of total European fund assets, research from Morningstar shows. The EU Sustainable Finance Disclosures Regulation (SFDR), which came into force on 10 March, requires asset management firms to classify each

fund as

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. THE LATEST THE-INVESTOR-AGENDA NEWS FOR INVESTMENT The latest the-investor-agenda articles from Investment Week - Page 1 INVESTORS MANAGING $41TRN OF ASSETS CALL FOR BOLDER 2 hours ago · Appeal is billed as biggest climate campaign ever mounted by investors after firms responsible for roughly 37% of all global assets under management sign up. More than 450 investors managing $41trn in assets have teamed up to urge world leaders to step up their climate ambition in what has been THE LATEST INVESCO-BOND-INCOME-PLUS NEWS FOR INVESTMENT Green light for City Merchants High Yield trust and Invesco merger. �130m in net assets to be acquired. Investment Trusts. 20 May 2021. ETF SECURITIES LENDING INCREASE MORE THAN TRIPLE WIDER 1 day ago · Securities lending by ETFs has risen 77% in the past four years, outstripping the wider market’s rise of 21% over the same period, according to data from EquiLend. While the rise is far greater than the broader securities lending market, the FT has

reported the

WORLD OCEANS DAY 2021: HOW ARE INDIVIDUAL COMPANIES The ratings and research firm said it expects investors to place a greater emphasis on identifying and engaging with companies within the sectors most exposed to marine biodiversity risks, such as shipping, offshore oil and gas, offshore renewable energy, marine aquaculture, marine fisheries and seabed mining. THE LATEST WOODFORD-EQUITY-INCOME NEWS FOR INVESTMENT The LF Woodford Equity Income fund was the flagship product of Woodford Investment Management. Launched in 2014, it was considered one of his most successful products. At its peak, the Equity Income fund managed £10.2bn worth of assets, with local authority pension funds among them. In June 2019, after a run of poor performance and

massive

MORE THAN £22BN OF ASSETS LANGUISHING IN MULTI-ASSET FUNDS Over £22bn is currently languishing in multi-asset funds which have underperformed their peers consistently over the last decade, according to research from Asset Intelligence. Multi-asset funds have grown substantially in the past decade, with a total of £178bn now invested across the main mixed investment sectors. INTERACTIVE INVESTOR WANT MANAGERS TO DISCLOSE HOW MUCH interactive investor is calling for new rules requiring fund managers to disclose how much they have invested in the funds and investment trusts they manage to increase transparency regarding their "skin in the game". The direct-to-consumer investment platform has written to NET GAINS TO BE HAD: INVESTING IN DIGITAL INFRASTRUCTURE After a year of extraordinary challenges, investors have been reassessing their portfolios and their priorities. Low interest rate policies have become widespread and global dividends reportedly suffered their worst fall since 2009. At the same time, the appeal of backing resilient investment INDUSTRY VOICE: THE 'SOLVERS': INVESTING IN SOLUTIONS TO When investors reflect on the 2010s, one trend will probably shine bright in the memory: the ascending dominance of ‘Big Tech'. The last decade has seen US technology companies flourish. They have taken commanding positions in their respective areas, like social media and

online search, and

INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry THE LATEST FUND-LAUNCHES NEWS FOR INVESTMENT ADVISERS AND Columbia Threadneedle targets sustainable outcomes with two fund launches. Funds focus on UN Sustainable Development Goals. Funds. 20

May 2021.

WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment THE LATEST INVESCO-BOND-INCOME-PLUS NEWS FOR INVESTMENT Green light for City Merchants High Yield trust and Invesco merger. �130m in net assets to be acquired. Investment Trusts. 20 May 2021. THE LATEST WOODFORD-EQUITY-INCOME NEWS FOR INVESTMENT The LF Woodford Equity Income fund was the flagship product of Woodford Investment Management. Launched in 2014, it was considered one of his most successful products. At its peak, the Equity Income fund managed £10.2bn worth of assets, with local authority pension funds among them. In June 2019, after a run of poor performance and

massive

CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows AVI CALLS ON SHAREHOLDERS TO REMOVE SYMPHONY INTERNATIONAL Asset Value Investors (AVI) has launched a campaign calling for shareholder support to remove and replace Symphony International Holdings' board of directors due to "poor performance". AVI owns a 15.4% stake in SIHL on behalf of institutional clients. Having first invested in 2012, it now claims that a continued approach of constructive private COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. INVESTMENT WEEK PROVIDES THE LATEST INVESTMENT NEWSEQUITIESBONDSMULTI-ASSETESGFUNDSREGULATION Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry THE LATEST FUND-LAUNCHES NEWS FOR INVESTMENT ADVISERS AND Columbia Threadneedle targets sustainable outcomes with two fund launches. Funds focus on UN Sustainable Development Goals. Funds. 20

May 2021.

WOMEN IN INVESTMENT AWARDS 2021 Investment Week is delighted to launch our Women in Investment Awards 2021. We had a phenomenal response to last year’s awards, with over 1,000 nominations received, but we believe 2021’s ceremony can be even bigger and better. These awards are vital in helping accelerate the pace of change towards a more diverse and inclusive investment THE LATEST INVESCO-BOND-INCOME-PLUS NEWS FOR INVESTMENT Green light for City Merchants High Yield trust and Invesco merger. �130m in net assets to be acquired. Investment Trusts. 20 May 2021. THE LATEST WOODFORD-EQUITY-INCOME NEWS FOR INVESTMENT The LF Woodford Equity Income fund was the flagship product of Woodford Investment Management. Launched in 2014, it was considered one of his most successful products. At its peak, the Equity Income fund managed £10.2bn worth of assets, with local authority pension funds among them. In June 2019, after a run of poor performance and

massive

CAROLINE CONNELLAN DEPARTS BROOKS MACDONALD TO LEAD SLA’S Caroline Connellan has left her role as chief executive of Brooks Macdonald to join Standard Life Aberdeen (SLA) as chief executive of personal wealth, which includes 1825 Financial Planning and D2C proposition Digital Retirement Advice. SLA said the appointment of Connellan has come at a "key EVENLODE TO LAUNCH GLOBAL EQUITY FUND UNDER ELLIOTT AND 13 April 2021. Evenlode Investment is set to launch a global equity fund for UK investors, which will follow the same philosophy and process as TB Evenlode Global Income without being constrained by having to maintain a level of dividend payments. TB Evenlode Global Equity, which will be co-managed by Chris Elliott and James Knoedler,

will sit

MARLBOROUGH GROUP RESTRUCTURE SEES GOODALL TAKE TOP ROLE Marlborough Group restructure sees Goodall take top role. Marlborough Group is to merge its fund manager and investment management arms into a single businesses, led by Richard Goodall, it has announced today. This newly formed investment management business, with around a combined £6bn of assets under management, will target increased flows AVI CALLS ON SHAREHOLDERS TO REMOVE SYMPHONY INTERNATIONAL Asset Value Investors (AVI) has launched a campaign calling for shareholder support to remove and replace Symphony International Holdings' board of directors due to "poor performance". AVI owns a 15.4% stake in SIHL on behalf of institutional clients. Having first invested in 2012, it now claims that a continued approach of constructive private COUPLAND CARDIFF'S ASTON EYES JAPANESE FINANCIALS FOR According to FE fundinfo, the £207m trust has underperformed its IT Japan sector over five, three and one-year periods to 28 April both in terms of NAV and share price. Over five years, its share price return is 55.7% and NAV is up 72.6%, against a sector average of 104.4%. WORLD OCEANS DAY 2021: HOW ARE INDIVIDUAL COMPANIES 1 day ago · The ratings and research firm said it expects investors to place a greater emphasis on identifying and engaging with companies within the sectors most exposed to marine biodiversity risks, such as shipping, offshore oil and gas, offshore renewable energy, marine aquaculture, marine fisheries and seabed mining. THE LATEST FUND-LAUNCHES NEWS FOR INVESTMENT ADVISERS AND Columbia Threadneedle targets sustainable outcomes with two fund launches. Funds focus on UN Sustainable Development Goals. Funds. 20

May 2021.

ETF SECURITIES LENDING INCREASE MORE THAN TRIPLE WIDER 18 hours ago · Securities lending by ETFs has risen 77% in the past four years, outstripping the wider market’s rise of 21% over the same period, according to data from EquiLend. While the rise is far greater than the broader securities lending market, the FT has

reported the

THE LATEST INVESCO-BOND-INCOME-PLUS NEWS FOR INVESTMENT Green light for City Merchants High Yield trust and Invesco merger. �130m in net assets to be acquired. Investment Trusts. 20 May 2021. INTERACTIVE INVESTOR WANT MANAGERS TO DISCLOSE HOW MUCH interactive investor is calling for new rules requiring fund managers to disclose how much they have invested in the funds and investment trusts they manage to increase transparency regarding their "skin in the game". The direct-to-consumer investment platform has written to THE LATEST FUND-SUSPENSION NEWS FOR INVESTMENT ADVISERS The latest fund-suspension articles from Investment Week - Page 1 FINAL TWO WEEKS TO REGISTER FOR IW'S SUSTAINABLE Investment Week's parent company Incisive Media is excited to bring together a compelling line-up of fund managers, asset management leaders and keynote speakers specialising in sustainable investing for our must-attend Sustainable Investment Festival BNP PARIBAS LAUNCHES ECOSYSTEM RESTORATION FUND BNP Paribas Asset Management (BNPP AM) has launched an Ecosystem Restoration fund, which invests in companies proactively trying to improve biodiversity and restore oceans, lands and communities to avoid significant economic loss. The Luxembourg BARINGS CLOSES TARGETED RETURN MULTI ASSET FUND FOLLOWING 1 day ago · The £92m Barings Multi Asset fund is the latest targeted absolute return fund to close following continuous outflows, Investment Week has learned. The fund, managed by Christopher Mahon and Alison El-Araby, struggled to meet its objective, to generate a STUCK IN THE STONE AGE? INVESTMENT PLATFORMS BRANDED Investment platforms have been described as "prehistoric" as a result of their failure to enable GameStop (GME) investors to vote in the Reddit darling's upcoming annual general meeting (AGM). Cliff Weight, director of investor group Sharesoc, accused Hargreaves Lansdown of underinvesting in its

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LINDSELL TRAIN IT WAIVES HALF ITS PERFORMANCE FEE AND SWAPS BENCHMARK

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24 May 2021 • 7 min read

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