02 Jan Hitting the airwaves
Posted at 11:16h
in Blog
Our CEO, Bella Caridade-Ferreira, sat down to take part in an industry podcast with Octo Members.
Author: Administrator
05 Nov Fundscape Fantasy Fund League – the final whistle
Posted at 14:00h
in Blog
We’re now moving into the final quarter of the Fundscape Fantasy Fund League so here’s a quick update on the standings as at September 2019. To recap, this experiment aims to give the Fundscape team an insight into fund selection and an understanding about investments and the impact of market conditions.
24 May Zebra a no go
Posted at 09:30h
in Blog
Last week Investec announced it was closing its Click & Invest Robo-advice service. And it didn’t hang around either — the site was taken down as soon as the announcement was made. It’s a shame because Click & Invest had the potential to be different.
21 Mar How do platform exit charges stack up?
Posted at 16:00h
in Blog
Following the recent release of the FCA’s Investment Platforms Market Study final report, the regulator has launched a consultation on the exit charge issue which will consider either a ban or cap on platform exit fees. The potential ban on the charging of exit fees by platforms will, the regulator believes, improve competition and make it easier for investors to switch platforms. Here we drill down into who charges and who doesn’t in the platform world.
07 Jul UK property woes deepen in Brexit fallout
Posted at 11:07h
in Blog
Following the UK’s historic vote in favour of leaving the EU which stunned the European political establishment and caused financial market turmoil around the world, concerns over the health of the UK property sector, which first arose in the run up to the referendum, have intensified.
04 Jan Happy new year!
As the New Year dawns, there are three obsessions in the UK: resolutions, January sales, and an increasingly popular trend is Dry January — a chance to give our livers a break after the Christmas season. So here's our take on all three. New Year Resolutions One of the things that we often berate ourselves about is that we don’t communicate regularly enough, so one of Fundscape’s resolutions is to stay in touch and blog at least once or twice a month. And we may even stretch to weekly blogs if we have anything interesting or exciting to tell you about.
22 Dec Merry Christmas and a Happy New Year!
Posted at 12:36h
in Blog
We'd like to wish all our clients, friends and supporters a fabulous Christmas and a new year filled with happiness, peace and prosperity.
We have two greetings videos for you. A quiet and sedate version...
02 Nov Who’s hot or not in the Funds of Funds world?
The trend for outsourcing investment has grown sharply in recent years, and with the advent of pension freedom it is only going to get bigger. Model portfolios and robo-advice are currently the talk of the town, but in the background funds of funds have been hoovering up assets. According to Fundscape’s latest report Deconstructing the UK Funds of Funds World, FOF assets may only represent 12% of the total fund industry AUM (June 2015), but they punched well above their weight with 52% of industry sales in H1 2015. So in short, it pays to be part of this expanding market.
27 Jul Snippets from the Q215 Platform Report
Here are a few snippets from the Q215 data to keep you going until the report comes out in August. Following demand from other platforms, this quarter we have added Aegon to the platform universe. Aegon does not provide data to Fundscape but releases quarterly results with sufficient information (assets under administration and gross/net flows) to be included on a quarterly basis. We estimate breakdowns, and because its quarterly results come out after our publishing date, we estimate the current quarter and provide actuals for the previous quarter (as we do with Hargreaves Lansdown).
06 Jul We need a clever intern
Posted at 17:09h
in Blog
We are looking for a young, bright intern with some personality to boot. You must have an enquiring mind, be focused and able to see projects through to the end. You also need excellent research skills (you leave no stone unturned) and brilliant numeracy skills, which essentially means you need to be a real whizz on Excel and technologically savvy. If pivot tables and macros are your thing (or you think they could be), get in touch. Oh, and it helps if you know a little bit about funds and want to learn more about the investment fund industry with one of the UK's leading fund industry research houses.
22 May What’s hot on platforms
Posted at 14:15h
in Blog
Following on from our Q115 platform statistics, this week we're looking at which funds and fund groups were hot on platforms and why. The table below shows the top five fund groups and the top five funds by gross sales for the platform universe* in the first quarter of 2015.
Invesco headed up the table for the second quarter in a row. It has staged a steady recovery since Woodford's departure and has five funds in the top 25 funds. It is renowned for its income expertise, but its IP Global Targeted Returns fund (a rival to Standard Life's popular Global Absolute Returns Strategy) is beginning to turn advisers' heads. Now that GARS has become so big, some advisers will be keen to diversify exposure to GARS, so credible rivals will be considered. With GARS by far and away from its biggest seller, Standard Life should develop and bring on other funds of GARs quality.
