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Forthcoming Event

Fund Manager Briefing: F&C Property Growth and Income Fund

There will be few investors and fund managers who do not remember the terrific liquidity crisis that afflicted U.K. property funds in 2008. The suspension and swing-pricing of funds - first the smaller ones and ultimately the behemoths - caused considerable trauma to a market that had not seen material challenges to the value of the asset class since the early nineties. An enduring legacy...

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Are Income Funds a Suitable Solution for Investors?

In the current environment of record-low interest rates and ongoing quantitative-easing programs from central banks around the globe, investors are seeking alternative ways to generate the income they need. The chase for yield can be seen in the fund flows into mixed-asset products, especially into asset allocation funds, which give investors access to a broad variety of asset...

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Popular Global Equities Income Funds in Europe

Global equity income funds are by no means a recent product initiative. Martin Currie Global Equity Income, the sector’s oldest fund, was launched in September 1983 followed by Baillie Gifford Global Income Growth in October 1984. Today, there are now over 1,000 funds (with respective share classes included) and investment trusts registered for sale in Europe within the Lipper...

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Fund Manager Briefing: PIMCO Select U.K. Income Bond Fund

The thirst for yield remains strong. According to Lipper FundFile data, August 2014 saw retail net sales into bond funds in Europe of some €4 billion, while equity funds suffered a net outflow of €1.2 billion. Indeed, for the year to date to August 2014 bond funds have received 80% of the total net flows into equity funds and bond funds combined. Against this backdrop, there might be...

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Fund Manager Briefing: FOUR Global Income & Growth Fund

As with many funds that have a global mandate, the unique selling point of this one is what it doesn't actually contain. Colin McQueen has a starting point of 14,000 global stocks from which to choose, and he whittles those down to a highly concentrated portfolio of 40 to 60 holdings. It's no surprise that this portfolio has an active share of over 90% and is therefore aimed to please investors...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

Press

Les clients vont-ils bientôt investir en ayant ...
La sortie de l’Union européenne va-t-elle faire ...
La mission du cycle de conférences organisé à ...