February 2018
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Latest - INVESTMENT ZONE

  • FE says 43 new managers awarded Alpha Manager status – but 26 lose ranking

    18 February 2018

    Ratings firm FE has announced that a total of 26 fund managers have lost their FE Alpha Manager status in this year’s rebalance, while 43 new names have been added to the list. Each year, FE recognises the top 10% of UK retail-facing managers based on their performance throughout their entire careers. Those who...

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  • 7IM launches retirement planning service targeting income provision at life stages

    18 February 2018

    Seven Investment Management (7IM) has launched a retirement planning service for adviser firms, designed to help with clients at or near retirement.  The 7IM Retirement Planning Service accommodates different ‘pots’ for different financial priorities and risk profiles, aimed at helping advisers deliver the income their clients need throughout various life stages. Advisers have a...

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  • 31 DFMs now signed to FE Transmission, research provider reports

    15 February 2018

    A total of 31 discretionary fund managers have signed up to model portfolio research and analysis service FE Transmission, in just under three years since its launch. The growing list of subscribers to FE Transmission includes Brewin Dolphin, Brooks MacDonald, Charles Stanley, 7iM, Old Mutual, LGT Vestra, FE Invest, Thesis Asset Management, Bordier, Standard Life,...

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  • Miton launches Balanced Multi Asset Fund to sit alongside cautious & defensive offerings

    14 February 2018

    Asset management group Miton has added to its multi asset fund range with the launch of the LF Miton Balanced Multi Asset Fund. The fund, managed by David Jane, Anthony Rayner and Henna Hemnani, will sit alongside Miton’s Defensive, Cautious and Cautious Monthly Income funds, and provide a higher risk option to the group’s...

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  • Brooks Macdonald announces sixth year of Adviser Academies

    14 February 2018

    Brooks Macdonald is running 11 Adviser Academies around the country from April to May 2018, to which paraplanners are invited. The firm says it has based the content for this year’s series of events on the feedback from over 500 attendees in 2017, and has brought together a range of influential speakers to focus...

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  • FE Model Portfolio Service Hits £1Bn in AUM

    13 February 2018

    FE’s model portfolio service, FE Invest, has surpassed the £1bn assets under administration mark, less than three years since its launch in March 2015. The range of 37 model portfolios are built using the FE Invest Approved Fund List – a shortlist of “best of breed” funds within the whole of market. The portfolios...

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  • Is sustainable investment at an inflection point?

    7 February 2018

    Growing evidence shows that investors are increasingly interested in how their capital can be used for financial and social returns, says Claudia Quiroz, investment director, Quilter Cheviot  The continuing programme of United Nations-led climate change discussions has focused attention on the need for the sustainable management of our planet’s natural resources. In particular, the...

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  • Aberdeen launches fund with The Big Issue

    6 February 2018

    Aberdeen Standard Investments has teamed up with Big Issue Invest, the social investment arm of The Big Issue, to launch the UK Equity Impact- Employment Opportunities Fund. The aim of the fund, managed by investment director Lesley Duncan, will be to generate a financial return over the long-term by investing in companies which promote...

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