Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Consideration of different risk and reward outcomes is key
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Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering
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Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Equally-weighted model portfolio solution comprising seven ARK Invest funds
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Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Chris Robinson will join the multi-manager investment team
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The new product will combine Invesco’s MPS with Just Group’s Secure Lifetime Income solution
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