Spotlight on February: Fund Industry Latest

The Royal Mint launches a gold ETF, climate change is centre stage, and there's a raft of changes at Jupiter 

Holly Black 27 February, 2020 | 10:07AM
Facebook Twitter LinkedIn

Fund roundup

February was a busy month for the funds industry with two major mergers announced. Boutique found house Jupiter has announced plans to acquire rival Merian, while Franklin Templeton is to take over US behemoth Legg Mason. Investors also saw a flurry of launches in the month as well as some tinkering to existing funds. 

Lazard launched an Emerging Markets Managed Volatility fund, which aims to tap into the growth potential of the region while keeping risk fairly low. Fund managers Susanne Willumsen and Paul Moghtader will choose stocks for portfolio by taking into account a number of factors, including ESG factors. While the duo point out that “low volatility” and “emerging market equities” are words that are not usually found in the same sentence, they insist the terms are not mutually exclusive. Lazard is well-known for its expertise in emerging markets and its Lazard Emerging Markets Equity fund has a Silver Morningstar Analyst Rating. 

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

About Author

Holly Black  is Senior Editor,