Equity funds got off to a poor start in the new year, posting net outflows in January for the first time since 2023.

After profiting from the Covid crash in 2020, it started to turn its attention to closed-end funds, first in the US, and later in the UK ... investment return compared with 24% for the comparable ...

UK-focused equity funds bled £9.5bn last year, their worst year relative to the wider market, according to Calastone's Fund Flow index. Although this was less than the near £12bn pulled from the ...

Railing against fund managers’ “ecosystem of greed”, the hedge fund founder described his attempted coup at seven UK investment trusts ... Liquid High Yield Index, the funds’ discounts ...

The UK-domiciled funds aim to fully replicate the performance of the S&P 500 NR (WHT 15%) GBP Index, a custom S&P ... in recent years have questionable investment merit. For those that are well ...

Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index ... nations like the UK and France. The fund’s Japanese stock allocation ...

enabling them to use their phone or tablet to buy and sell stocks and shares and a wide range of investment funds, including index trackers, exchange-traded funds, and investment trusts.

Willis Towers Watson is responsible for selecting and blending the underlying fund managers on behalf of Alliance Witan. Craig Baker, its global chief investment ... be FTSE 100 index trackers ...

Figures are based on the FTSE All-Share Index’s 10-year average annualised return of 6.2%. They exclude broker fees and fund management costs. Funds such as the SPDR FTSE UK All-Share ETF (LSE ...

Unlike its mutual fund counterpart, the Vanguard 500 Index Fund Admiral Shares (VFIAX), VOO's minimum required investment is the ... Thus, in addition to Japan, the UK, Canada and Switzerland ...

A REIT is an investment fund that aims to generate a return from property investment. To qualify as a REIT in the UK, the fund must ... the performance of an index of REITs. An ETF is a passive ...

thereby seeking to increase the value of investor's investment over a period of 5 years or more. The Mid-day (Gross Total Return) index is a customised variant designed and maintained by FTSE, for ...