Fixed income piques adviser interest in Q2 portfolio-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from portfolio-adviser.com Daily Mail and Mail on Sunday newspapers.
Lazard emerging markets fund kicked out of Square Mile academy
Rathbone Ethical Bond, NN Green Bond Short Duration and NN Green Bond funds enter the Academy
Lazard EM Core Equity exits
Jenny Turton
Square Mile Investment Consulting has evicted the Lazard Emerging Markets Core Equity fund from its ratings academy following significant investor redemptions.
During February 2021, the fund s assets fell from $100m to $11m. Square Mile said the fund is based on a much larger overall strategy to which Lazard remains committed, and it is managed by lead portfolio manager Stephen Russell using a well-established investment process. However, at the current size, the analysts felt the fund was too small to continue to support within the Academy of Funds.
Lazard Emerging Markets Core Equity fund kicked out of Square Mile academy
Three ethical funds enter the Academy
Jenny Turton
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Lazard EM Core Equity exits
Square Mile Investment Consulting has evicted the Lazard Emerging Markets Core Equity fund from its ratings academy following significant investor redemptions.
During February 2021, the fund s assets fell from $100m to $11m. Square Mile said the fund is based on a much larger overall strategy to which Lazard remains committed, and it is managed by lead portfolio manager Stephen Russell using a well-established investment process.
However, at the current size, the analysts felt the fund was too small to continue to support within the Academy of Funds.
IA Targeted Absolute Return sector beats UK All Companies to become most viewed by advisers in Q1 2021
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Searches on Square Mile’s Academy of Funds
The most-researched fund overall in the quarter was the BNY Mellon Real Return fund
Advisers have shown a renewed interest in targeted absolute return strategies despite their ‘chequered relationship’ with the funds, as the IA Targeted Absolute Return became the most-viewed sector in the first quarter of 2021, according to Square Mile Investment Consulting and Research.
IA Targeted Absolute Return sector beats UK All Companies to become most viewed by advisers in Q1 2021 professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.