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Weekly UCITS News (Friday)

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). »

James Williams, Hedgeweek

Context Asset Management adds alternative mutual fund to three major platforms… Pictet Asset Management adds PTR-Agora fund to Total Return fund range…

Sun, 03/08/2014 - 10:19

The alternative UCITS market saw its AuM grow by 15.6 per cent to EUR184.2bn through the first six months of 2014 according to the Alceda Half Yearly UCITS Review. However, whilst inflows remain strong, performance has tailed off. Through the first half of 2013 alternative UCITS funds returned 5.95 per cent compared to just 0.52 per cent this year. »

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. »

James Williams, Hedgeweek

Nedgroup Investments selects Citi for new UCITS fund… Silvaris Capital Management to launch fund on Alpha UCITS platform…

Sun, 27/07/2014 - 12:34

Morgan Stanley this week announced the launch of the MS Nezu Cyclicals Japan UCITS Fund on its FundLogic Alternatives plc platform. »

Approved stamp

All companies in La Française Group are now authorised AIFMs

Tue, 22/07/2014 - 10:04

La Française Group has obtained AIFM approval for all its management companies. »

James Williams. Hedgeweek

CSSF issues new circular on UCITS depositaries… Lombard Odier Investment Managers launches US equity long/short fund…

Mon, 21/07/2014 - 08:05

UBS Asset Management has added its Xtra Yield strategy to the firm’s Luxembourg-domiciled SICAV by a launching a UCITS compliant version of the fund reported Citywire Global this week. »

Newspaper and money

Sussex Partners to distribute Credit Suisse (Lux) Small and Mid Cap Alpha L/S Fund

Thu, 17/07/2014 - 17:54

Sussex Partners has signed an agreement with Credit Suisse to introduce the Credit Suisse (Lux) Small and Mid Cap Alpha Long/Short Fund to selected clients in Switzerland, Liechtenstein, the UK and the Netherlands.   »


Majority of alt investment managers unprepared for AIFMD, says Alceda

Mon, 14/07/2014 - 14:02

With around a week to go before the deadline for authorisation, some 47 per cent of alternative investment fund managers have still not filed under the Alternative Investment Fund Management Directive (AIFMD). »


Generali launches Luxembourg-based asset management company

Mon, 14/07/2014 - 12:17

Generali has launched a Luxembourg-based asset management company to focus on UCITS and alternative investment vehicles domiciled in Luxembourg. »

James Williams, Hedgeweek

Global ETF/ETP market reaches AuM record of USD2.64tn… Lyxor launches second senior debt fund…

Mon, 14/07/2014 - 09:13

Schroders this week announced that assets under management in Schroder ISF Global Multi-Asset Income have surpassed USD5bn. The fund only launched just over two years ago in April 2012 with flows coming from Asia, Europe, Latin America and the Middle East. »

James Williams, Hedgeweek

China managers beginning to look at RQFII fund opportunities… GSAM launches three multi-asset UCITS funds…

Sun, 06/07/2014 - 09:48

Alternative UCITS funds made gains of 0.22 per cent in June according to Alix Capital, provider of the UAI Global Index. Last month’s performance was characterized by small performance dispersion. The majority of strategies made modest gains of between 0.20 per cent and 0.97 per cent. »


BNY Mellon and Insight Investment launch BNY Mellon Absolute Insight Fund

Tue, 01/07/2014 - 10:00

BNY Mellon Investment Management has launched the BNY Mellon Absolute Insight Fund, an Irish domiciled UCITS absolute return fund with daily liquidity.  »


CCPM launches balanced fund

Mon, 30/06/2014 - 10:06

Conservative Concept Portfolio Management (CCPM) in Bad Homburg has launched a new balanced fund, broadening the existing portfolio of absolute return funds. »

James Williams, Hedgeweek

Soc Gen launches UCITS management services… BlackRock launches multi-strategy UCITS fund…

Mon, 30/06/2014 - 09:24

BlackRock this week launched a new absolute return fund for European institutional investors. The BlackRock Multi-Strategy Absolute Return Fund is the firm’s first UCITS-compliant multi-strategy alternative fund in Europe. »

Newspaper and money

BlackRock launches first UCITS multi-strategy absolute return fund for European investors

Wed, 25/06/2014 - 15:00

BlackRock has launched an absolute return fund for institutional investors in Europe to meet an expected increase in demand for regulated and liquid alternative investments. »

European flags

SGSS launches European UCITS management company solution for asset managers

Tue, 24/06/2014 - 10:30

Societe Generale Securities Services (SGSS) has launched ManCo by SGSS, a management company solution to assist asset managers seeking access to the European market to set up and market UCITS. 

James Williams, Hedgeweek

State Street to provide servicing solutions to EARNEST Partners… SYZ & Co launches OYSTER Flexible Credit fund…

Mon, 23/06/2014 - 10:18

State Street Corporation announced this week that it was expanding its relationship with EARNEST Partners to provide a full suite of servicing solutions for the firm’s new UCITS funds. »

James Williams, Hedgeweek

Morgan Stanley and Amundi unveil UCITS ETFs based on ERI Scientific Beta’s smart beta index… Morgan Stanley announces launch of MS Lynx UCITS fund…

Sun, 15/06/2014 - 18:30

Morgan Stanley this week announced the launch of a new ETF, the MS Scientific Beta Global Equity Factors UCITS ETF on its FundLogic platform. »

James Williams, Hedgeweek

VAM Funds launches Accessible Clean Energy fund… Alternative UCITS make gains of +0.75 per cent for May…

Sun, 08/06/2014 - 11:36

Alternative UCITS funds returned 0.75 per cent on average in May according to the latest figures released by Alix Capital, provider of the UCITS Alternative Index Global. Every strategy, with the exception of volatility, produced positive returns.  »

Newspaper and money

Ivory UCITS fund launches on DB platform

Wed, 04/06/2014 - 16:50

Deutsche Asset & Wealth management and Ivory Investment Management have launched the UCITS compliant DB Platinum Ivory Optimal Fund on Deutsche Bank’s UCITS platform. »

James Williams, Hedgeweek

BlackRock’s Fink raises concerns over leveraged ETFs… UCITS enjoy biggest quarterly net inflows since 2006…

Sun, 01/06/2014 - 11:15

Alceda Fund Management SA this week announced a new fund on its Alceda UCITS Platform (AUP). The CCMG Navigator – Tactical Fixed Income Fund, managed by Philadelphia-based Clark Capital Management Group, Inc. The Lux-domiciled fund continues the strategy of the Clark Capital Navigator Fixed Income Total Return Investment Solution, which launched in the US in 2005. »

James Williams, Hedgeweek

Deutsche Asset & Wealth Management ponder UCITS version of recently launched DWS Strategic Equity Long/Short fund … LuxFLAG introduces ESG label for UCITS and AIFMD-compliant funds…

Mon, 26/05/2014 - 20:38

Lord, Abbett & Co LLC ("Lord Abbett"), an independent investment management firm, this week announced that it had launched Passport Portfolios to provide non-US institutions and non-US resident investors with access to select Lord Abbett fixed income investment strategies through a suite of UCITS funds. »


Altana Wealth launches debut UCITS fund

Mon, 26/05/2014 - 12:10

Altana Wealth, the investment management group founded by Lee Robinson, has launched a UCITS version of its absolute return Altana Corporate Bonds Fund (ACBF). »


ALFI and ALRIM publish risk management guidelines

Wed, 21/05/2014 - 06:05

The Association of the Luxembourg Fund Industry (ALFI), in association with the Luxembourg Association of Risk Management (ALRiM), has published new risk management guidelines. »

James Williams, Hedgeweek

Invesco PowerShares to list actively managed ETF on Nasdaq… HFR Asset Management launches Advent Global Opportunity Strategy…

Mon, 19/05/2014 - 09:24

HFR Asset Management this week announced the launch of the Advent Global Opportunity Strategy under the HFR Umbrella UCITS Fund plc, domiciled in Ireland and regulated by the Central Bank of Ireland on 1 April. It is the first in a series of funds to launch on the platform. »

James Williams, Hedgeweek

Former Gartmore star launches second UCITS fund… alternative UCITS return -0.37 per cent in April…

Sun, 11/05/2014 - 11:27

The UCITS Alternative Index Global ended April down 0.37 per cent to leave it slightly down for the year at -0.03 per cent, according to Alix Capital who manage the index family. Indeed, April proved a challenging month for most alternative UCITS strategies with only three able to generate positive returns. These included the UAI CTA, up 0.58 per cent, the UAI Commodities, up 0.38 per cent, and the UAI Fixed Income, up 0.25 per cent. »

James Williams, Hedgeweek

Alix Capital creates fixed income index for Aurelys SA… China’s interbank bond market opens up for UCITS asset managers…

Mon, 05/05/2014 - 13:30

Schroders has confirmed the launch of a new externally-managed fund on its GAIA platform – Schroder Paulson Merger Arbitrge, subject to regulatory approval. The UCITS fund will be based on the fundamental merger arbitrage hedge fund run by well-known hedge fund manager John Paulson of Paulson & Co. A minimum 85 per cent overlap between the Schroder GAIA fund and the Paulson International Limited fund is expected. »

James Williams, Hedgeweek

Fidelity teams up with BlackRock to launch ETF managed account product… Neuberger Berman launches Emerging Market Debt Blend fund…

Sun, 27/04/2014 - 18:59

Neuberger Berman this week announced the launch of its Emerging Market Debt Blend Fund, a sub-fund of its Irish-domiciled UCITS fund umbrella, Neuberger Berman Investment Funds plc., following the success of the US regulated version of the same strategy, which launched in September 2013. »

James Williams, Hedgeweek

UCITS V Directive given the green light, WisdomTree acquires Boost ETP

Mon, 21/04/2014 - 12:16

The European Parliament voted to adopt the UCITS V Directive on 15 April 2014, settling any fears and uncertainties that political disagreement over the scope of the remuneration rules might scupper its approval. »

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