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

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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford UK Growth133.53 GBP-1.45
BNY Mellon Global High Yield Bd B Inc0.83 GBP-0.02
L&G Battery Value-Chain ETF6.68 USD-0.26
L&G Ecommerce Logistics ETF7.97 USD-0.66
L&G Pharma Breakthrough ETF9.19 USD0.19
L&G UK Alpha F Acc92.81 GBP-1.61
L&G UK Special Situations I Acc74.35 GBP-2.05
Liontrust UK Smaller Companies I Inc1,275.48 GBP0.22
Schroder UK Alpha Plus Z Acc61.42 GBP-2.39

About Author

Emma Simon

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

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