Sanlam study reveals UK’s top income funds
- Wednesday, 08 August 2018
- Articles
Sanlam has released its half-yearly Income Study, which it described as “the definitive investor guide to UK equity income funds.”
Read more...Morningstar announces UK Fund Awards winners
- Monday, 25 June 2018
- Articles
Investment research firm Morningstar has announced the winners of its UK Fund Awards 2018.
The annual Morningstar UK Fund Awards recognise the retail funds and fund groups that added the most value for investors within the context of their relevant peer group in the previous year and over longer time periods.
The company says it selected the winners using a “quantitative methodology” and eligible funds needed a five-year performance track record.
The winners of the Morningstar UK Fund Awards 2018 were:
Jonathan Miller, Morningstar UK’s director of manager research, said: “We saw many strong contenders for the Morningstar UK Fund Awards 2018 and the winning funds and fund houses have demonstrated the ability to earn strong risk-adjusted returns for investors.”
He added: “It’s important for investors to take a long-term view to avoid undue risk.”
Read more...AJ Bell launches passive fund with ‘global outlook’
- Thursday, 24 May 2018
- Articles
AJ Bell has launched a new fund adding a higher expected return option to its passive multi-asset range.
Read more...Morningstar unit to help planners with fund selection
- Friday, 20 April 2018
- Articles
Morningstar has launched a new business unit offering institutions and financial advisers seeking to outsource fund selection or asset allocation access to a series of Select Lists and Model Portfolios.
Read more...