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...The Merlin range has nearly a fifth of its equity assets — or £1bn — in two funds managed by Whitmore: the £2bn Jupiter UK Special Situations fund, and the £930mn Jupiter Global Value Equity fund....
...Harrison has been paid more than £50mn since 2016 but waived some of his deferred income and donated part of his bonus to charity during the pandemic. He was paid £6.3mn in 2023....
...Brokers and analysts have blamed a combination of cost of living pressures, higher mortgage rates and the underperformance of UK equity markets compared with US equity and global fixed-income markets....
...Various global or regional variations of its research-enhanced equity series, which seeks to “modestly” overweight stocks deemed to be overvalued and underweight those seen as overvalued, with low tracking...
...EFPR Global data indicates that net fixed income fund inflows have now crossed the $100bn mark — and, luckily for all bond managers, active flows are outpacing passive ones so far in 2024....
...BlackRock has rolled out two actively managed equity exchange traded funds for European investors. The Ireland-domiciled iShares World Equity High Income and iShares U.S....
...However, proving that older investors have not entirely abandoned safer, income-based investing, two income funds feature in Hargreaves Lansdown’s top 10 ranking: Artemis Income and BNY Mellon Global Income...
...,” says Eric Veiel, head of global investments at T Rowe Price....
...In fact, one fund manager, Atlantic House, has even built a loyal following through its Defined Returns Fund, which only invests in a series of structured products sold to institutions....
...Of the 1,462 active Global Equity funds managed out of Europe, only 18 per cent beat their low-cost passively managed counterparts over three years after fees....
...Urban Logistics REIT, whose stock ticker is SHED, is the latest to pounce, launching a counter-offer for Aberdeen Property Income Trust this week with aims to create a vehicle worth £800mn....
...“Wealthy individuals and their families are sophisticated investors, like hedge funds, that have been part of the stock market rally,” says Hannes Hofmann, global head of the family office group at Citi...
...You may also be more diversified than you realise....
...BRK 0-1 HMRC: BlackRock has lost an appeal relating to UK tax it sought to reclaim from HM Revenue & Customs on its $13.5bn acquisition of Barclays Global Investors back in 2009....
...A record amount of money has flooded into US corporate bond markets this year, as investors rush to lock in the highest yields in years ahead of an anticipated series of interest rate cuts by the Federal...
...Manny Roman, chief executive of the world’s largest bond-focused manager Pimco, thinks the new environment will favour its business....
...Chart of the day Investors pumped $126.5bn into exchange traded funds last month as a series of markets from Wall Street to gold hit record highs, according to data from BlackRock....
...You used to be a fund manager. Toby NangleYeah. That’s right. Yeah. For 25 years, I was fixed income, then asset allocation fund manager. Gave it all up a couple of years ago....
...Scottish Mortgage became an unlikely star of global tech investing this century when its former manager, James Anderson, made a series of early and highly successful bets on Facebook, Amazon and Tesla....
...Ben Whitmore, the current manager of the Jupiter UK Special Situations Fund (AUM £2.1bn), Jupiter Income Trust (AUM £1.6bn), Jupiter Global Value Unit Trust (AUM £1.0bn) and Jupiter Global Value SICAV (AUM...
...Simon Klein, global head of Xtrackers sales at DWS, said the new ETFs made it easier for income-focused investors to gain exposure to a diversified fixed-income portfolio that has many characteristics of...
...In 2019 the JPMorgan index committee, following a consultation process, changed rules that had prevented high-income gulf states from having their sovereign bonds included in the EMBI Global range of benchmarks...
...Figures from the Investment Association show that retail investors pulled a net £356mn from fixed income funds in August....
...However, it’s still only a half-formed idea to nurture saving in UK plc....
...So you could have a commodities hedge fund, a long/short equity hedge fund, a fixed income hedge fund. They could specialise in these various areas....
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