The fund will invest in a portfolio of issuers that have an A1, P1 or F1 rating, or long term equivalent, and are demonstrably better at addressing ESG risks than other issuers in the investable universe. This will be achieved by applying a robust ESG scoring system and relative ESG filters that are appropriate for the money market investable universe. The fund will enable institutional investors - including large corporates, pension funds, insurers and others - to focus their cash investments in a solution that helps them meet their own sustainability objectives.
Veteran Asia and China fund manager garners top ratings for Asia ex-Japan strategy on third anniversary
Veteran Asia and China fund manager Man Wing Chung's Value Partners Asia ex-Japan Equity Fund has reached its third anniversary having delivered a 60.7 per cent return over the period.
The Merchants Trust has reported positive performance over the six months to the end of July with a NAV total return (with debt at fair value) of 19.8 per cent, ahead of the benchmark return of 12.6 per cent.
Assets under management (AUM) for the Stonehage Fleming Global Best Ideas Equity Fund have passed the USD2 billion mark.
Net sales of UCITS and AIFs totalled EUR75 billion, up from EUR64 billion in May 2021, according to the latest monthly Investment Fund Industry Fact Sheet from the European Fund and Asset Management Association (EFAMA).
Institutional flows were broadly positive for fixed income strategies in the second quarter of the year, according to the just-released eVestment Q2 2021 Traditional Asset Flows Report.
Inflows to equity funds drifted lower in July as investors grew more concerned about global growth and the high value of stock markets around the world.
Ethical and sustainable funds continue to be among the best performers in the latest rebalance of the Crown Ratings, which have been published by global fund data and technology specialist, FE fundinfo.
Assets held in UCITS and AIFs have surpassed EUR20 trillion for the first time ever, according to the latest data from European Fund and Asset Management Association (EFAMA).
Equity UCITS deliver total net return of 108 per cent in real terms in 2010-2019 while bank deposits lose 10 per cent in net value, says EFAMA
The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report entitled “Perspective on the net performance of UCITS”.