BGF: Investment giant eyeing up £500m in first external fundraise Investing Investment giant BGF has revealed plans to raise external funds for the first time to tune of £500m. The organisation said the move would enable institutional investors the opportunity to invest in UK growth companies through BGF’s regional platform. Lazard has been appointed to advise BGF as it explores its options. BGF’s portfolio includes the likes of [...]
Mutual fund performance: a new way to pick a persistent winner Opinion A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying persistent winner, writes Cesario Mateus, Irina B. Mateus and Natasa Todorovic In the ever-evolving world of finance, selecting mutual funds that consistently outperform the market is a challenge [...]
Majority of Brits don’t understand investment funds, survey finds Investing A majority of Brits lack knowledge of key financial and investment terms, a new study from Hargreaves Lansdown has found, underscoring the scale of the challenge to encourage more people to invest for the long term. Only 37 per cent of Brits could correctly identify an investment fund, according to a survey of 2,000 people [...]
Interactive Investor CEO: My top three tips for investing March 11, 2025 The boss of Interactive Investor has shared his top three tips for investing in UK and foreign markets ahead of the Spring Statement.
UK markets being ‘gradually undermined’ by tax regime – Interactive Investor boss March 10, 2025 The current tax regime is making UK markets “just about tradable” and are leading to their “gradual undermining”, according to the chief executive of Interactive Investor*. Speaking in the latest episode of City AM‘s Boardroom Uncovered podcast, Richard Wilson said his company has seen an increase in more investors trading in foreign markets instead of [...]
Premier Miton: UK equity market still ‘out of favour’ December 4, 2024 The AIM-listed investment company reported that pretax profit fell to £3.2m in the year-to-November, down from £5.9m last year.
Etoro: ‘We could still float in London but things need to change’ December 3, 2024 The UK boss of trading platform Etoro has opened up about what the London Stock Exchange has to do to win its backing.
UK investors cash out en masse after FTSE 100’s record rally June 6, 2024 Flows into equity funds cratered in May after a bumper ISA season, new data has shown, with investors charging out of UK stocks after a record-setting FTSE 100 rally.
Premier Milton: Fund manager reports mixed results amid ‘challenging’ environment May 30, 2024 Chair Robert Colthorpe noted that while that had been some recovery in several investment markets, there was "weak industry level net flows" from UK retail and wholesale investors.
Liontrust continues to struggle with investor outflows despite positive fund returns April 17, 2024 Investors continued to pull money from Liontrust’s funds in the first quarter of 2024. In a trading update issued this morning, the asset manager said it had recorded £1.2bn in outflows during the first quarter of 2024. Despite the massive withdrawals, the company’s assets under management stayed flat during the quarter at £27.8bn. A total [...]