Spotlight on January: Fund Industry Latest

January was a busy month with a long-awaited Woodford fund update, the first Value Assessment reports published and a number of fund launches. We round up up some of the biggest announcements

Holly Black 30 January, 2020 | 11:37AM

spotlight

The first month of the year has seen a whole host of new fund launches. BlackRock has launched the BFM Global Unconstrained Equity Fund (UK), a concentrated portfolio of 20 to 30 stocks from across the globe. The fund will focus on developed markets and particularly Europe and the US, using an ESG screen which will exclude some stocks on environmental, social and governance factors, as per BlackRock’s pledge to make sustainable investing a core part of its process. The fund will be managed by Alister Hibbert, who runs the BlackRock European Dynamic fund, and Michael Constantis, who runs the BGF European Special Situations fund.

Meanwhile, St James’s Place has taken the mandate of its Global Emerging Markets fund away from Janus Henderson. From February 17, 2020 the fund will be managed by Edward Robertson of Somerset Capital Management. The fund runs a tight portfolio of no more than 40 stocks, with a quality investment strategy.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Franklin UK Mid Cap W Acc2.92 GBP0.22

About Author

Holly Black  is Senior Editor, Morningstar.co.uk

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