Strategy

Strategy focus: Investing through the lifecycle for income

Strategy focus: Investing through the lifecycle for income

Technology is not a conventional stomping ground for income investors but is proving an important source of returns for Citywire AAA-rated JP Morgan manager Katen Patel. He is finding opportunities in companies that play to such themes as digitisation and the energy...

Blackfinch AM launches ESG multi-asset fund range

Blackfinch AM launches ESG multi-asset fund range

Blackfinch Asset Management has launched four environmental, social and governance (ESG) approved multi-asset unit trusts, as it makes its move into the retail investment space. The trusts, which will be known as the Adaptation Funds, will blend both active and...

M&G eyes IFAs’ model portfolios for PruFunds after Ascentric deal

M&G eyes IFAs’ model portfolios for PruFunds after Ascentric deal

M&G is making a big play in the UK wealth space following its Ascentric platform deal and wants to use the acquisition get the fund range into IFAs’ model portfolios. With £53bn in assets at the end of 2019, PruFunds is a giant in the advised world but it is often...

Strategy focus: Backing the ‘survivors’ club’

Strategy focus: Backing the ‘survivors’ club’

‘[Covid-19] is a health crisis, a social crisis, a financial crisis and an institutional crisis all rolled up, each feeding off the other, and it’s on a global scale'. Will Meadon, JPMorgan, Claverhouse investment Trust. As equity markets started their descent into...

IA calls for FTSE transparency over dividend payments

IA calls for FTSE transparency over dividend payments

FTSE companies that suspend dividend payments as a result of current market uncertainty will be expected to restart them ‘as soon as it is prudent to do so’, the Investment Association (IA) has said. In a letter sent to all FTSE chairs on behalf of its members...

Strategy focus: A smoother ride in UK equities

Strategy focus: A smoother ride in UK equities

An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...

Strategy focus: A different source of alpha

Strategy focus: A different source of alpha

JPM UK Equity Plus shorted eight out of 10 of the worst performing UK stocks last year and did not own the other two, positioning that contributed more than 3.3% of alpha for the year. The ability to short stocks is a defining feature of the fund and differentiates it...

The audience angle: Mitigating risk in UK equities

The audience angle: Mitigating risk in UK equities

Galvanised by the general election result and ‘Boris bounce’, savers poured £1.3 billion into UK equity funds in December – inflows not seen since 2013. This new-found confidence was felt across the UK commercial community, with demand for funds investing in large,...

Strategy focus: diversifying dividends with Mercantile

Strategy focus: diversifying dividends with Mercantile

Mercantile, the largest UK equities investment trust, has seen a ‘substantial pick-up’ in the income it pays to investors – strengthening the case for income-seekers to diversify into smaller companies. The trust is Winterflood Investment Trusts’ preferred pick in the...