Latest news on Mutual Funds

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  • How to get 6pc income from a stocks and shares Isa Telegraph - Tue, Mar 17, 2015 15:00 GMT
    Cash pound coins

    We look at three ways to get 6% income from the stock market - without buying shares

  • Big problem for fund managers: liking Apple too much Reuters - Mon, Mar 16, 2015 05:06 GMT
    Apple CEO Tim Cook introduces the Apple Watch during an Apple event in San Francisco

    At more than 15 percent of his fund's assets, John Burnham, manager of the $136 million Burnham Fund, has a larger stake in Apple Inc than any other diversified fund. Yet that devotion for Apple is a problem for Burnham and some other managers of so-called diversified funds like his - they want more Apple than they can …

  • Big problem for fund managers: liking Apple too much Reuters - Mon, Mar 16, 2015 05:03 GMT
    Apple CEO Tim Cook speaks during an Apple event in San Francisco

    At more than 15 percent of his fund's assets, John Burnham, manager of the $136 million Burnham Fund, has a larger stake in Apple Inc than any other diversified fund. Yet that devotion for Apple is a problem for Burnham and some other managers of so-called diversified funds like his - they want more Apple than they can …

  • Big problem for fund managers: liking Apple too much Reuters - Mon, Mar 16, 2015 05:03 GMT
    Apple CEO Tim Cook speaks during an Apple event in San Francisco

    At more than 15 percent of his fund's assets, John Burnham, manager of the $136 million Burnham Fund, has a larger stake in Apple Inc than any other diversified fund. Yet that devotion for Apple is a problem for Burnham and some other managers of so-called diversified funds like his - they want more Apple than they can …

  • Apple CEO Tim Cook speaks during an Apple event in San Francisco

    At more than 15 percent of his fund's assets, John Burnham, manager of the $136 million (92 million pounds) Burnham Fund, has a larger stake in Apple Inc than any other diversified fund. Yet that devotion for Apple is a problem for Burnham and some other managers of so-called diversified funds like his - they want more …

  • The Isa funds tipped to shine until 2020 Telegraph - Fri, Mar 13, 2015 11:27 GMT

    Our panel of experts name their top Isa fund choices for the next five years

  • European markets watchdog eyeing fund industry risks Reuters - Wed, Mar 11, 2015 15:56 GMT

    The European Securities and Markets Authority (ESMA) said it was looking at issues such as fund investments in loans, so-called "smart beta" products, as well as possible systemic risk in the hedge fund industry. ESMA said the growth of funds investing in loans was "one of the most consistent trends in the EU fund industry", …

  • European markets watchdog eyeing fund industry risks Reuters - UK Focus - Wed, Mar 11, 2015 15:49 GMT

    The European Securities and Markets Authority (ESMA) said it was looking at issues such as fund investments in loans, so-called "smart beta" products, as well as possible systemic risk in the hedge fund industry. ESMA said the growth of funds investing in loans was "one of the most consistent trends in the EU fund industry", …

  • IGEX Appointed Investment Manager for $50 Million Fund Marketwired - Thu, Mar 5, 2015 12:30 GMT

    International Global Exchange  today announced it is in final stages of reaching an agreement to acquire 32% of an Australian-based Managed Investment Scheme. The undisclosed deal will see an IGEX appointment ...

  • Global regulators published revised proposals on Wednesday for supervising the world's biggest mutual funds following fierce industry pushback in the United States and elsewhere. The Group of 20 economies' (G20) regulatory task force, the Financial Stability Board (FSB), said the industry had called for a more detailed …

  • Global regulators publish revised proposals to supervise top funds Reuters - UK Focus - Wed, Mar 4, 2015 18:11 GMT

    Global regulators published revised proposals on Wednesday for supervising the world's biggest mutual funds following fierce industry pushback in the United States and elsewhere. The Group of 20 economies' (G20) regulatory task force, the Financial Stability Board (FSB), said the industry had called for a more detailed …

  • Global regulators publish revised proposals to supervise top funds Reuters - UK Focus - Wed, Mar 4, 2015 12:00 GMT

    Global regulators published revised proposals on Wednesday for supervising the world's biggest asset managers following fierce industry pushback. The Group of 20 economies' regulatory task force, the Financial ...

  • PIMCO-Ivascyn-Dan-Main_crop

    Pimco's top investment officer said on Tuesday that "late decision makers" are largely behind a rush of withdrawals from its flagship bond fund some five months after the departure of longtime manager Bill Gross, but the outflows should taper off before long. Dan Ivascyn, group chief investment officer for Pimco, said …

  • IGM Financial Inc. today reported preliminary total mutual fund net new money in February of $368.6 million as shown in Table 1. Total assets under management were $149.3 billion at February 28, 2015, ...

  • Three experts spell out exactly where they have invested their pension

  • Carl Stick: 'I am buying miners and only own one bank' Telegraph - Tue, Mar 3, 2015 13:14 GMT

    Fund focus: Carl Stick, who oversees the top performing Rathbone Income fund, names the FTSE 100 shares that still offer value

  • The Boards of Trustees/Directors of the PIMCO closed-end funds have declared a monthly distribution for each Fund's common shares as summarized below. The distributions are payable on April 1, 2015 to ...

  • The New America High Income Fund, Inc. Declares Dividend Marketwired - Mon, Mar 2, 2015 22:00 GMT

    The New America High Income Fund, Inc. announced today that it will pay a dividend of $.065 per share on the company's common stock on March 31, 2015 to common shareholders of record as of the close of ...

  • Dividend and Income Fund Declares Quarterly Dividend Marketwired - Mon, Mar 2, 2015 21:47 GMT

    A quarterly dividend distribution of $0.408 per share was declared today by Dividend and Income Fund , payable March 31, 2015 to shareholders of record as of March 16, 2015.

  • The Madison Strategic Sector Premium Fund declares its quarterly dividend of $0.26/share and the Madison Covered Call and Equity Strategy Fund declares its quarterly dividend of $0.18/share. The dividends ...

  • Funds seek compliance health-check as regulators turn up heat Reuters - UK Focus - Mon, Mar 2, 2015 12:22 GMT

    After watching a crack-down on bankers for bad behaviour, British fund managers are calling in lawyers to help to spring clean their businesses as the regulatory spotlight turns towards their industry. Before the financial crisis, fund management firms made healthy returns from a bull market in equities, bonds and other …

  • Cornerstone Strategic Value Fund, Inc. and Cornerstone Progressive Return Fund , , each a closed-end management investment company, today announced that the Board of Directors/Trustees of each Fund has ...

  • Investment Objective: The New Ireland Fund, Inc. , a closed-end diversified investment company, seeks long-term capital appreciation through investment of at least 80% of its assets in a portfolio of Irish ...

  • The 21 ways you can become a better Isa investor Telegraph - Thu, Mar 5, 2015 16:04 GMT
    pound coins cash

    From investing like Warren Buffett to buying trackers - learn how to get the most out of your stocks and shares Isa

  • Ask an expert: The FTSE 100 might be at an all-time high spurring this reader to invest. But he wants Isas with some protection

  • EU lawmakers back revamp of money market funds Reuters - Thu, Feb 26, 2015 11:36 GMT

    Europe's money market funds will not have to hold costly capital to shield them from financial shocks following a vote by European Union lawmakers to soften proposed new rules for the trillion-euro industry. The new regulations are designed to ensure stability in money market funds, which are used by companies and investors …

  • EU lawmakers back revamp of money market funds Reuters - UK Focus - Thu, Feb 26, 2015 11:31 GMT

    Europe's money market funds will not have to hold costly capital to shield them from financial shocks following a vote by European Union lawmakers to soften proposed new rules for the trillion-euro industry. The new regulations are designed to ensure stability in money market funds, which are used by companies and investors …

  • Jupiter posts FY profits beat, to pay special dividend Reuters - UK Focus - Thu, Feb 26, 2015 07:23 GMT

    British asset manager Jupiter Fund Management posted forecast-beating full-year profit on Thursday, boosted by net inflows and the investment performance of its funds. Net revenues in the year to end-December were 303 million pounds ($470.89 million), against 288.5 million in the year earlier and a company-supplied consensus …

  • Brickburn Funds Announces New Meeting Date Marketwired - Wed, Feb 25, 2015 23:29 GMT

    Brickburn Funds Inc. has changed the date for the special meeting to be held in connection with the transaction to roll the Dominion Equity Resource Growth Fund into the Brickburn Small Cap Fund. As previously announced on January 8, 2015, this transaction will reduce costs for all unit holders and more properly align …

  • Brickburn Funds Announces New Meeting Date Marketwired - Wed, Feb 25, 2015 23:21 GMT

    Brickburn Funds Inc. Dominion Equity Resource Growth Class Brickburn Small Cap Class...

  • New Commerce Split Fund Financial Results to November 30, 2014 Marketwired - Wed, Feb 25, 2015 18:44 GMT

    New Commerce Split Fund announces that its annual financial statements and management report of fund performance for the year ended November 30, 2014 are now available at www.sedar.com and the Fund's website ...

  • Cornerstone Funds File Their Annual Reports Marketwired - Tue, Feb 24, 2015 16:54 GMT

    Cornerstone Strategic Value Fund, Inc. , Cornerstone Total Return Fund, Inc. and Cornerstone Progressive Return Fund have each filed copies of their annual report on Form N-CSR with the Securities and ...

  • The New Ireland Fund, Inc. -- Managed Distribution Policy Marketwired - Fri, Feb 20, 2015 20:00 GMT

    The New Ireland Fund, Inc. , a closed-end management investment company, wishes to clarify the terms of its current Managed Distribution Policy to avoid confusion in the marketplace.

  • The Isa funds the professional investors are buying Telegraph - Fri, Feb 20, 2015 10:31 GMT

    Here we name popular Isa funds with professional fund buyers

  • Savers are being charged extra fees for investment expertise when their Isas and pension funds are doing no more than track the FTSE

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