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Investments
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Evelyn Partners sustainable MPS team adds three new funds in latest rebalance
The Evelyn Partners Sustainable Managed Portfolio Service (MPS) team has added three new funds to its portfolios in its latest rebalance: Vanguard…
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Square Mile Academy of Funds: Ratings round-up for January 2025
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 55 interviews with investment professionals from 32 asset management groups during January 2025.…
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Short-term fixed bond rates challenge savers year-on-year
Savers investing for longer are finally being rewarded with higher returns as the average five-year fixed bond noted its biggest rise in…
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AJ Bell: Index trackers smash previous records as active funds suffer a third devastating year of outflows
Index trackers reached a record high of £28 billion in retail inflows in 2024, while active funds saw £29 billion in outflows,…
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Fidelity International reveals top-selling funds and investment trusts in January
It’s often said, “as goes January, so goes the year”. This investment adage, widely known as the January Effect, bodes well for…
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AXA IM – Green bonds set to break new records in 2025 as net zero demand remains massive
Written by Johann Plé, Senior Portfolio Manager at AXA IM The green bond market is poised to break new records in 2025…
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Moneyfacts assess how interest rates have been impacting mortgage and savings rates
Fixed rate mortgages are on the rise, despite Bank of England base rate cuts in 2024, and savers are under threat. Moneyfactscompare.co.uk has analysed…
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IA retail stats reveal fund outflows slashed in 2024 as cautious optimism prevails among investors
Funds under management ended the year at £1,509 billion in 2024, an increase of 6% since the end of 2023, while net…
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Launch of the EQ investors sustainable world model portfolios
EQ Investors (EQ), the B Corp wealth manager, has expanded its range of model portfolios with the introduction of the EQ Sustainable…
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AJ Bell calls for Lifetime ISA rules changes alongside package of ISA reforms to boost investment
AJ Bell is calling on government to strengthen the appeal of the Lifetime ISA as part of a broader package of ISA…
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