UCITs

Hong Kong stock exchange

Citi enable regulated offshore funds to access Stock Connect A-shares

Mon, 19/01/2015 - 09:00

Citi’s depositary bank business is enabling European-registered alternative investment funds (AIF) and UCITS funds to trade A-shares through the Shanghai-Hong Kong Stock Connect scheme.  »

Daniele Spada, Lyxor MAP

Building traction in UCITS funds space

Tue, 09/12/2014 - 10:24

On the surface, average hedge fund performance in 2014 has been underwhelming but when one has a clear window on performance, as Lyxor Asset Management does with its commingled managed account platform, the picture becomes more nuanced. »

James WIlliams, Hedgeweek

UCITS Equity funds suffer net outflows for first time since June 2013… Neuberger Berman launches Long Short Multi-Manager UCITS fund…

Sun, 23/11/2014 - 16:33

WisdomTree this week launched a further two UCITS ETFs listed on the London Stock Exchange. This brings the total to six ETFs listed on the LSE in the past four weeks and further solidifies its position as a pioneer of dividend-weighted ETFs. »

James Williams, Hedgeweek

Heitman LLC launches real estate opportunities fund… BIL Manage Invest receives CSSF approval as a UCITS Management Company

Sun, 16/11/2014 - 19:03

This week the Management Board of Directors of the Palaedino Fund announced that London-based Sabre Fund Management Limited had launched the Sabre Dynamic Equity Fund. »

Image of Melissa Hill head shot

Palaedino and Sabre launch Sabre Dynamic Equity Fund

Mon, 10/11/2014 - 14:45

The Palaedino Fund (UCITS IV) and Sabre Fund Management Limited (Sabre) have launched the Sabre Dynamic Equity Fund.  »

James Williams, Hedgeweek

Newsmith to launch UCITS version of European fund… Invesco PowerShares launches buyback ETF…

Mon, 10/11/2014 - 10:03

Malaysia-based asset manager Affin Hwang Asset Management Berhad has launched an Asian equity-focused UCITS fund reported Citywire Global Asia this week. The Affin Hwang Capital Asian Series is domiciled in Luxembourg and initially consists of two sub-funds: Select Asia Opportunity Fund and Select Asia Quantum Fund. »

James Williams, Hedgeweek

Goldman Sachs Asset Management adds fixed income fund to its SICAV structure… Source lists EURO STOXX Optimised Banks UCITS ETF…

Mon, 03/11/2014 - 10:07

Source this week announced the listing of the Source EURO STOXX Optimised Banks UCITS ETF on the London Stock Exchange. The fund provides exposure to banks within the Eurozone and is optimised to reduce exposure to illiquid stocks. »

James Williams, Hedgeweek

First Trust Global Portfolios Ltd launches multi-factor Eurozone ETF on Euronext… HSBC to provide asset services to Korea’s first RQFII manager…

Mon, 27/10/2014 - 12:45

Gottex Fund Management is gearing up to launch its first UCITS product under the popular RQFII program that gives global asset managers access to China’s equity markets. The fund is scheduled to launch in the first quarter of 2015 according to the firm’s latest trading statement. It will invest in China’s A-shares market and will be managed by the Gottex-VStone Asset Management office in Shanghai. Gottex moved to establish a joint venture with VStone last year. »

James Williams, Hedgeweek

LSE welcomes 150th fixed income ETF listing… Value Partners launches its first RQFII China A-share fund…

Mon, 20/10/2014 - 09:43

Hong Kong-based asset manager Value Partners announced this week that it was launching its first Renminbi Qualified Foreign Institutional Investor (RQFII) product – Value Partners China A-Share Select Fund.  »

James Williams, Hedgeweek

Paris manager appoints CACEIS as asset servicing partner… Anavon Capital launches equity long/short fund on Alpha UCITS platform…

Sun, 12/10/2014 - 11:16

This week London based ETP provider Source announced that it had partnered with Ashmore to launch the manager’s first funds in Europe. Ashmore is a specialist active investment manager with more than 20 years’ experience in emerging markets. »

Green light

Anavon Capital launches UCITS fund on Alpha UCITS Platform

Fri, 10/10/2014 - 06:01

Anavon Capital has launched the Anavon Global Equity Long/Short UCITS fund on the Alpha UCITS Platform. »

James Williams, Hedgeweek

Event-driven alternative UCITS’ AuM up 131 per cent in 2014… Vanguard launches four new ETFs on LSE…

Mon, 06/10/2014 - 10:45

Vanguard this week launched four Irish-domiciled Exchange Traded Funds (ETFs) on the London Stock Exchange. The new funds complement Vanguard’s existing ETF range and will give UK investors the opportunity to construct low-cost equity portfolios with greater international diversification. »

Euros

Pictet Select-Global Long/Short Equity attracts EUR200m in first month

Wed, 01/10/2014 - 10:00

Pictet Select-Global Long/Short Equity has attracted close to EUR200 million in commitments since its launch on 29 August 2014. »

Finance graph

New German CTA strategy based on Artificial Intelligence delivers uncorrelated returns

Mon, 29/09/2014 - 10:06

Frankfurt-based Tungsten Capital Management’s Artificial Intelligence CTA programme, which was taken live 12 months ago, has delivered strong returns. »

James Williams, Hedgeweek

Hermes and CSOP team up to give investors access to China’s “sunshine” managers… UBS Global Asset Management launches 4 ETFs on LSE…

Sun, 28/09/2014 - 17:28

UBS Global Asset Management this week announced the listing of four ETFs on the London Stock Exchange. The funds track the Dow Jones Global Select Dividend and MSCI Emerging Markets SRI indices as well as the MSCI USA index. »

Luxembourg

Fuchs & Associés Group launches Super ManCo

Mon, 22/09/2014 - 06:02

Fuchs & Associés Group has been granted authorisation by the CSSF for Fuchs Asset Management SA, its Luxembourg-based super management company (Super ManCo). »

James Williams, Hedgeweek

Deutsche Bank survey shows that investor allocations to alternative UCITS have doubled year-on-year… ETF provider Source to launch first product in the US…

Sun, 21/09/2014 - 17:12

London-based Source, one of Europe’s leading ETF providers, this week announced that it was launching its first product in the US. Source’s first investment product to be listed on the New York Stock Exchange is the Source EURO STOXX 50 ETF, which offers highly liquid exposure to the largest blue chip stocks in the Eurozone.  »

Regulation

CBI consults on enhancements to corporate governance for fund managers

Fri, 19/09/2014 - 17:00

The Irish Funds Industry Association (IFIA) has welcomed the consultation by the Central Bank of Ireland (CBI) to enhance fund management company effectiveness and efficiency. »

Survey

Investor demand fuelling dramatic growth of hedge fund liquid alternatives, says DB study

Tue, 09/09/2014 - 12:04

The percentage of participating investors allocating liquid alternative investments rose from 28 per cent to 51 per cent year-on-year, according to a study by Deutsche Bank. »

James Williams, Hedgeweek

Milltrust to begin inviting frontier and emerging markets managers onto its EMMA UCITS platform… UAI Global gains 0.51 per cent in August…

Mon, 08/09/2014 - 08:39

Alceda Fund Management SA has teamed up with APN Property Group (“APN”), a specialist Asia Pacific real estate investment manager to redomicile a former Cayman fund to a Luxembourg SICAV Specialised Investment Fund (SIF). »

Newspaper and money

VAM launches frontier markets fund

Tue, 02/09/2014 - 06:03

Specialist fund manager VAM has launched a Luxembourg-domiciled UCITS IV fund targeting the high growth potential of frontier market equities. »

James Williams, Hedgeweek

Vanguard cuts the costs to 25 of its ETFs and tracker funds … GAM launches US mortgage backed securities (MBS) UCITS fund…

Sun, 31/08/2014 - 09:54

Lyxor Asset Management has expanded its range of ETFs available on the London Stock Exchange with the launch of four new European equity products: »

Newspaper and money

GAM launches GAM Star MBS Total Return Fund

Wed, 27/08/2014 - 14:03

GAM has launched the GAM Star MBS Total Return Fund – a UCITS-compliant version of an institutional investment strategy. »

James Williams, Hedgeweek

Net sales of long-term UCITS decline in June… Morgan Stanley launches MS Kairos Enhanced Selection UCITS fund…

Mon, 25/08/2014 - 18:58

Source, one of Europe’s leding providers of Exchange Traded Products (ETPs), has launched the Source JP Morgan Macro Hedge Dual Vega Target 4% TR UCITS ETF. The ETF aims to provide cost-effective exposure to volatility and is the third ETF in the JP Morgan Macro Hedge series. »

James Williams, Hedgeweek

Lyxor’s ETF business grows by 14 per cent… Alternative UCITS funds lose 0.33 per cent on average for July…

Sun, 10/08/2014 - 11:54

Alternative UCITS funds absolute were slightly down in July with the UAI Global index losing 0.33 per cent according to Alix Capital, the index provider. »

Newspaper and money

Valu-Trac launches absolute return fund

Tue, 05/08/2014 - 06:00

Valu-Trac Investment Management has launched the VT WoodHill Foundation Absolute Return Fund, a UCITS-compliant UK large-cap equity OEIC authorised by the Financial Conduct Authority (FCA). »

Up arrow

Alternative UCITS AUM reaches record levels in H1 2014, says Alceda

Fri, 01/08/2014 - 06:03

The first half of 2014 saw a new milestone reached in the alternative UCITS sector with assets under management (AUM) growing by 15.6 per cent to EUR184.2 billion, according to the Alceda Half Yearly UCITS Review. »

Guy Mettrick, SuMi TRUST Global Asset Services

Expanding support for alternative UCITS hedge fund managers

Tue, 29/07/2014 - 12:39

SuMi TRUST Global Asset Services (GAS) has been supporting UCITS funds from its Dublin operation since 1995 and non-UCITS funds since 1990. With the growth of alternative UCITS in full swing, the firm is already extending its support to alternative managers beyond its existing (long only) UCITS platform. »

Ian Swallow, Man Group

Dispelling the myths about alternative UCITS

Tue, 29/07/2014 - 12:36

By Ian Swallow – A framework, not an endorsement: The popularity of the UCITS ‘brand’ is beyond question and this continues to be one of the fastest-growing segments of the fund-management industry. Indeed, our own anecdotal experience suggests that investors outside of Europe often prefer to invest in a fund under the UCITS banner. »

Louis Zanolin, Alix Capital

Alternative UCITS enjoy strongest level of growth since 2009

Tue, 29/07/2014 - 12:29

“Over the first six months of this year there’s been an acceleration of AuM growth. According to our database, assets in alternative UCITS have grown by 24 per cent. This is the largest growth, in percentage terms, since we started tracking the universe at the end of 2009,” says Louis Zanolin (pictured), CEO of Alix Capital which runs the UCITS Alternative Index series. »

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