Fundsmith Equity fund sells long-term holdings in Diageo, McCormick and Apple in 2024 Funds January 10, 2025 In the fifteenth annual letter to his clients, Terry Smith, the manager of the £22.7bn Fundsmith Equity strategy, said the…
Square Mile suspends Ninety One and RGI fund ratings amid merger vote and manager’s departure Funds January 9, 2025 In its Ratings Round-Up for December, Square Mile analysts argued that Ninety One UK Sustainable Equity is highly likely to…
Popularity of SDR ‘Sustainability Focus’ grows as two Aegon AM funds adopt label Funds January 9, 2025 The label will be applied to the Aegon Sustainable Diversified Growth and Aegon Sustainable Equity funds from the end of…
Hargreaves removes Trojan Ethical Income from Wealth Shortlist following manager departure Funds January 8, 2025 According to Joseph Hill, senior investment analyst at HL, Ure is an “experienced investor” who has contributed significantly “as manager…
Cazenove Capital to adopt SDR ‘Sustainability Focus’ label across £3bn trio of funds Funds January 7, 2025 The strategies in question will be the SUTL Cazenove Charity Sustainable Multi-Asset fund for charity clients; and the SUTL Cazenove…
Investment trusts see record number of mergers and buybacks as industry locked in ‘deep discounts’ Funds January 7, 2025 According to data from the Association of Investment Companies, Tritax Big Box REIT’s merger with UK Commercial Property REIT was…
CQS Natural Resources Growth & Income chair joins rally call against Saba Funds January 7, 2025 CQS was named along with Edinburgh Worldwide, Henderson Opportunities and European Smaller Companies trust, Herald, Baillie Gifford US Growth Trust…
Tax concerns hit highest levels since 2017 as UK businesses forecast Budget linked price increases Funds January 6, 2025 In the largest poll of business sentiment since October’s Budget, the British Chamber of Commerce’s Quarterly Economic Survey found concerns…
T. Rowe Price Emerging Markets Discovery Equity awarded RSMR rating Funds January 3, 2025 RSMR analysts noted that “the fund has a multi-cap approach, aiming to exploit ignored/out of favour/under-researched stocks”, as one of…
Pershing Square Holdings given green light to delist from Amsterdam stock exchange Funds January 2, 2025 Having submitted a delisting request on 4 December 2024, PSH will delist from Euronext Amsterdam on 31 January 2025 but…
