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Weekly UCITS News (Friday)

Weekly UCITS News (Friday)
James Williams, news editor, Hedgeweek

State Street celebrates 3rd anniversary of fixed income fund, Dechert reports on possible ASEAN funds passport…

Sun, 30/09/2012 - 21:01

Assets of the Matrix Lazard Opportunities Fund have merged with the newly created Dublin-domiciled Lazard Opportunities Fund following the recent decision by Matrix Group to close its dedicated UCITS platform reported Investment Europe this week.  »

Kerstin Cooley, senior product manager, hedge funds at SEB

SEB Dynamic Manager Alpha fund available via Ucits format

Fri, 28/09/2012 - 12:05

SEB’s Dynamic Manager Alpha fund is now accessible to retail investors via a new Ucits format. »

James Williams, news editor, Hedgeweek

Alix Capital launches six new UAIX indices, 2012 sees highest number of alternative UCITS fund closures

Sun, 23/09/2012 - 22:54

A new report by KPMG has found that European asset managers are strongly opposed to plans by the European Commission to categorise some UCITS funds as “complex” reported the Financial Times this week. »


Alix Capital launches six investable alternative Ucits indices

Mon, 17/09/2012 - 15:55

Alix Capital, the Geneva-based provider of the Ucits Alternatives Index family of indices, has launched six new single strategy UAIX indices, expanding its range to 11.  »

James WIlliams, news editor, Hedgeweek

ETF Securities launches eight ETFs on Swiss exchange, UK’s HM Treasury allows Gibraltar-based UCITS to be sold in UK…

Sun, 16/09/2012 - 17:44

Concerns have been raised by EFAMA, the European lobby for asset management, that the latest consultation paper from the European Commission on UCITS could damage the unified label of the fund brand reported Citywire Global this week. »

Michael Sanders, chairman of the board, Alceda Fund Management

Alternative Ucits sector shows total asset growth, but decline in gains in Q2

Mon, 10/09/2012 - 06:00

Alternative strategies within a Ucits framework witnessed further improvements in demand in the second quarter of 2012, according to the first in a series of quarterly reviews of the Ucits sector by Alceda Fund Management. »

James Williams, news editor, Hedgeweek

Demand continues for alternative UCITS funds, says Alceda, Schroders unveils new macro bond fund on GAIA platform…

Sun, 09/09/2012 - 17:32

Alternative UCITS enjoyed further improvements in demand in Q2 2012, according to the first in a series of quarterly reviews of the UCITS sector produced by independent structuring specialis »

Roman Rosslenbroich, co-founder and chief executive of Aquila Capital

Aquila Capital’s Risk Parity 12 Fund delivers four years of strong performance

Thu, 06/09/2012 - 06:31

Alternative investment company Aquila Capital’s AC Risk Parity 12 Fund has achieved four years of consistently positive year-on-year returns. »

Geoff Bamber, chief investment officer, Skyline Capital Management

Montlake Skyline Ucits fund returns 20.5 per cent in first year

Wed, 05/09/2012 - 06:29

The Skyline Ucits Fund has completed a successful first year recording a return of 20.5 per cent, placing the fund at the top of its peer group and in the top one per cent of all alternative Ucits funds. »


Schroders launches Global Macro Bond Fund on GAIA platform

Tue, 04/09/2012 - 06:18

Schroders has launched another internally-managed fund, Schroder GAIA Global Macro Bond, on its Ucits platform, Schroder GAIA (Global Alternative Investor Access), which is designed to gve investors easier access to hedge funds. »

James Williams, news editor, Hedgeweek

CIMB-Principal Islamic Asset Management establishes UCITS platform for Islamic funds, Matrix Group to close UCITS platform…

Sun, 02/09/2012 - 17:09

Quantitative asset manager, Aquantum AG, which specializes in developing scientific methods to build managed futures strategies and is also a spe »

James Williams, news editor, Hedgeweek

Morningstar hopes sec lending transparency will enhance returns to investors, EFG Asset Management launches China-focused open-ended fund…

Tue, 28/08/2012 - 09:43

Morningstar has called for greater transparency in the securities lending industry after conducting research into the practices of 10 European providers of physical replication exchange traded funds. Morningstar said that improvement was necessary in terms of disclosure of counterparties’ identities which remains “subject to much resistance”. Under the latest guidelines on ETFs and other UCITS-compliant funds provided by the European Securities & Markets Authority (Esma), a fund’s annual report will need to provide a list of borrowers. This should go some way to satisfying calls for greater transparency in this area. »

James Williams, news editor, Hedgeweek

HSBC and Four Capital Partners launch India fixed income and defensive equity UCITS funds…

Sun, 19/08/2012 - 10:10

InfraHedge, a managed account infrastructure platform and a subsidiary of State Street, has been selected by Milltrust International Group to launch its Emerging Markets Managed Accounts (EMM »

Simon Hopkins, chief executive of Milltrust International Group

Milltrust International selects InfraHedge to launch Emerging Market Managed Accounts platform

Tue, 14/08/2012 - 16:06

InfraHedge, a managed account infrastructure platform and a subsidiary of State Street, has been chosen by Milltrust International Group for the launch of its Emerging Markets Managed Accounts (EMMA plc) platform, a dedicated emerging markets fund management platform housed within a single custodian relationship. »

James Williams, news editor, Hedgeweek

Alternative UCITS up 0.84 per cent in July, Aquila Capital launches AC Risk Parity 17 Fund…

Sun, 12/08/2012 - 17:57

Last month saw the UCITS Alternative Index Global return 0.84 per cent according to its Geneva-based provider, Alix Capital. That leaves it up 0.50 per cent for the year. »

James Williams, news editor, Hedgeweek

Sloane Robinson to liquidate UCITS fund, AlphaMetrix reaches agreement on Next Generation UCITS range…

Sun, 05/08/2012 - 19:05

Luxembourg-based Alceda Fund Management S.A., one of the fastest growing independent structuring specialists in Europe with current AuA of more than USD7billion, announced »

Document and pen

AlphaMetrix and Decision Analytics announce product range plans

Fri, 03/08/2012 - 14:08

AlphaMetrix and Decision Analytics have come to an agreement regarding the initial Next Generation single manager product range. »

Dirk Jones, global head of securities and fund services client sales management at Citi

Citi awarded Value Partners mandate

Mon, 30/07/2012 - 12:39

Citi has been awarded a mandate by Value Partners Group, one of Asia's largest asset management firms, to provide a complete suite of global custody, fund administration, and fiduciary services for Value Partners’ first Ucits-compliant fund, Value Partners Absolute Greater China Classic Fund. »

James Williams, news editor, Hedgeweek

Mirabaud hires emerging markets trio, LUMA platform teams up with Southport Harbor Associates…

Sun, 29/07/2012 - 18:58

Singapore-based asset manager, Milltrust International Group, founded by Simon Hopkins in January 2011, has launched an innovative range of emerging market UCITS funds, ad »


Fund launches help boost alternative Ucits assets to EUR129bn, says Alix Capital

Wed, 18/07/2012 - 16:20

The latest quarterly research on the Ucits hedge funds industry published by Alix Capital reveals a 7.5 per cent increase in the total assets managed by Ucits hedge funds to EUR129bn, an increase of 18.3 per cent over the last 12 months. »

James Williams', news editor, Hedgeweek

Wells Fargo launches six new UCITS funds, JP Morgan launches tax calculation reporting service for UK-distributed UCITS, Prosperity Capital Management launches Lux-domiciled fund and EFAMA reports fifth consecutive month of UCITS net inflows

Sun, 15/07/2012 - 10:08

JP Morgan Worldwide Securities Services (WSS) has launched its tax calculation reporting service for UCITS funds distributed into the UK the firm announced this week. »

James Williams, news editor, Hedgeweek

Galaxy Asset Management shuts China UCITS fund, Smith & Williamson to launch corporate bond UCITS, ALFI responds to EU proposal paper on UCITS V, while alternative UCITS end June down 0.23 per cent

Sun, 08/07/2012 - 13:20

AsianInvestor this week reported that Joe Chan’s Galaxy Asset Management, one of Hong Kong’s longest running hedge funds, had decided to shutter its China Absolute Return Ucits hedge fund just 19 months after inception. The fund, which at the time was the first Ucits-compliant, China-focused hedge fund to be launched by an Asian fund manager, launched with USD30million in November 2010. It has now earned another, albeit unwelcome, first by becoming the first known closure of a China alternative Ucits fund by an Asian manager. »

Magnifying glass and report

Equity market neutral, macro and volatility most sought after strategies in Ucits space

Tue, 03/07/2012 - 13:50

Equity market neutral, macro and volatility strategies are likely to be the most popular allocations in the next six months, according to a survey by Alix Capital, the Geneva-based provider of the Ucits Alternatives Index family of indices. »

James Williams, news editor, Hedgeweek

SGSS launches Ucits turnkey solution, Swiss & Global and Nomura both launch new funds, Multifonds revamps platform to support traditional and alternative fund structures

Sun, 01/07/2012 - 16:04

Société Générale Securities Services (SGSS) announced at this week’s Fund Forum International the launch of a turnkey solution to enable asset management companies and independent managers to create, manage and promote Ucits funds. SSGS said that the solution was aimed at global managers who don’t want to create a Ucits-registered asset management firm, instead providing them with a Luxembourg legal structure that fulfills EU regulations. The turnkey solution allows managers to create and distribute Ucits funds across all 27 members of the EU as well as offer distribution advantages in non-EU jurisdictions. »

Two fingers

Emergence announces second seeding partnership

Wed, 27/06/2012 - 11:35

After a first investment in the credit strategy offered by Eiffel Investment Group in last May, Emergence has made its second seeding partnership with Bernheim, Dreyfus & Co. »

James Williams, news editor, Hedgeweek

FSA amends KIIDs rules, GLG Partners nears soft-close target of USD1billion for European Ucits, whilst Bernheim Dreyfus gets USD40million cash injection for Diva Synergy Ucits fund

Sun, 24/06/2012 - 13:44

This week the UK Financial Services Authority (FSA) announced that it had modified its rules on the provision of the key investor information document (KIID), required to »

Mike Corcell, manager of the RWC US Absolute Alpha fund

RWC continues to look west as improving US economy is set to lead recovery

Thu, 21/06/2012 - 16:00

Mike Corcell (pictured), manager of the RWC US Absolute Alpha fund, highlights four reasons why investors should be looking to the US for signs of recovery and improving opportunities for equity markets… »

James Williams, news editor, Hedgeweek

UCITS inflows drop in April, Asia specialist Matthews forges new partnership with Hargreaves Lansdown, whilst CTA manager Millburn moves to daily dealing

Sun, 17/06/2012 - 16:43

April saw a distinct drop in UCITS net inflows according to the latest fact sheet released by the European Fund and Asset Management Association (EFAMA). »

 Barry A Goodman, Executive Vice President of Millburn

CTA Millburn announces move to daily dealing for UCITS-compliant fund

Wed, 13/06/2012 - 10:00

The DB Platinum IV dbX Millburn Multi-Markets Index Fund (the fund), a UCITS-compliant version of the Millburn Ridgefield Corporation (Millburn) Multi-Markets trading program, has improved liquidity terms and now offers daily dealing. »

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