10 Jul 2017 Majority of active funds not ‘closet trackers’ states report
A clear majority of UK active equity funds are not closet trackers and should not be tarred with that brush by the regulator....
// Articles & Mentions
Date
10 Jul 2017 ‘Significant’ difference in quality of fund best buy lists
Fund buy lists are helping investors to avoid overpriced 'closet tracker' products but the quality varies significantly...
10 Jul 2017 FS launches Popularity v performance fund comparison tool
Fundscape is launching a site that compares a fund’s performance against its popularity with so-called gatekeepers....
20 Apr 2017 How advisers are using platforms – it’s changing
Advisers are using platforms in significant volume but the way advisers are using platforms is changing....
19 Apr 2017 FCA warns on ‘risks’ of vertical integration (Paywall)
Vertically integrated firms may “reintroduce” a cause of conflicts of interest in the Asset Management industry....
10 Mar 2017 Where to put your money? Most popular platforms for UK investors
Cofunds was the biggest UK platform at the end of 2016. Investor confidence bounced up towards the end of 2016. ...
10 Mar 2017 Hargreaves and Cofunds top platform sales in 2016
Cofunds – now part of Aegon – topped the gross sales table with £7bn in the last quarter of 2016 at £20bn....
10 Mar 2017 Net platform sales down 16% in 2016 – Fundscape
‘Political uncertainty’ caused annual platform net sales to drop 16% in 2016 from the previous year....
10 Mar 2017 Platform sales lift in Q4 as ‘wall of cash’ trickles in
Cofunds and Hargreaves Lansdown topped platform sales for 2016, according to stats from Fundscape....
14 Feb 2017 ‘The Great British Wealth Off’ – FS investment project
An experiment to compare performance of both advised and non-advised active and passive investment solutions....
10 Feb 2017 Vanishing cash: Have pensions raked in ISA outflows?
Money held in stocks and shares Isas “left the system” in 2016 as investors chose pension over investment funds & platforms...
16 Nov 2016 Platform sales plummet to lowest point since RDR – Fundscape
Fund platform sales in the third quarter fell flat, despite decent asset growth among the top players....
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