January Proves Transfer Window for Fund Managers

NEWS YOU CAN USE: Last month saw several high-profile fund manager moves plus a range of new fund launches, including several high-tech ETFs

Emma Simon 1 February, 2018 | 7:31AM
Facebook Twitter LinkedIn

Every January, football clubs spend millions signing up players from rival teams. And this month saw a similar transfer winder in the fund management industry, with high-profile manager moves, resignations and retirements.

January also proved a busy time of year for fund launches, with asset managers trying to attract new ISA money before the end of the tax year in April. As of this month, investors have new options to choose from, including a climate change tracker fund, new technology ETFs and a multi-asset investment.

Smith & Williamson Loses Two Income Managers

Tineke Frikkee, one of the highest profile female funds managers, left Smith & Williamson in last month, while fixed interest manager John Anderson announced his retirement.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Baillie Gifford UK Growth Trust Ord239.06 GBP-1.62Rating
BNY Mellon Global High Yield Bd B Inc0.94 GBP-0.07Rating
L&G Battery Value-Chain ETF18.51 USD0.27
L&G Ecommerce Logistics ETF18.73 USD0.34Rating
L&G Pharma Breakthrough ETF13.20 USD0.49Rating
L&G UK Special Situations I Acc123.91 GBP-0.64Rating
Liontrust UK Smaller Companies I Inc2,399.37 GBP-0.22Rating
Schroder UK Alpha Plus Z Acc1.02 GBP-0.96Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement