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Weekly UCITS News (Friday)

European flags

13 out of 27 EU Member States yet to fulfill tax obligations under UCITS IV

Sat, 31/03/2012 - 16:47

Although the overall number of countries with tax issues as a result of implementation of the UCITS IV Directive has decreased since 2010, there still remains a significant portion of EU Member Sta »

Ken Shoji, chief operating officer, GSB Podium Advisors

GSB Podium Advisors’ UCITS fund targets USD50-100million in AuM within next six months

Wed, 28/03/2012 - 09:45

Last Monday saw New York-based GSB Podium Advisors launch a UCITS version of its global market neutral equity long/short strategy, prior to which it had been running solely in the form of three managed accounts. The GSB Equity Market Neutral (UCITS) Fund has been designed to replicate the systematic strategy whose genesis dates back to 1997 when GSB founder Shengbei Guo ran Deutsche Bank’s equity statistical arbitrage trading desk. »

Shengbei Guo, founder, GSB Podium Advisors

GSB Podium Advisors launch stat arb UCITS on Alpha UCITS platform

Sun, 25/03/2012 - 17:39

Monday 19 March saw New York-based GSB Podium Advisors launch a UCITS version of its global market neutral equity long/short strategy, prior to which it had been running solely in the form of three »

Olivier Ginguené Pitctet, Head of Asset Allocation and Quantitative Investments, Pictet Asset Management

Pictet Asset Management launches Global Flexible Allocation Fund

Sun, 25/03/2012 - 17:27

Pictet Asset Management this week launched the Pictet-Global Flexible Allocation fund, a Lux-domiciled UCITS fund. »

Sweden flag

Swedish fund selectors favouring hedge funds for their investment strategies

Sun, 25/03/2012 - 17:15

Swedish fund selectors look like they’ll be favouring hedge funds as part of their investment strategies but alternative UCITS funds may struggle a »

Amit Shabi, CEO, Bernheim Dreyfuss

Bernheim, Dreyfus & Co appoints BoAML as additional broker

Sun, 25/03/2012 - 17:08

Bernheim, Dreyfus & Co has appointed Bank of America Merrill Lynch (BoAML) as an additional prime broker for its Diva Synergy Fund and Diva Synergy UCITS Fund. »

Sandy Rattray, CIO, Man Systematic Strategies

Commodities UCITS launched by Man Systematic Strategies

Sun, 18/03/2012 - 11:24

Man Group Plc this week launched the Man Commodities Fund, offering institutional investors exposure to global commodity markets in a UC »

Regina Borromeo

Legg mason to launch UCITS version of global high yield fund

Sun, 18/03/2012 - 11:16

Legg Mason is planning to launch a UCITS version of its global high yield fund, managed by its US subsidiary Brandywine Global, reported Citywire Global this week. »

Hong Kong

Value Partners to launch UCITS version of Classic hedge fund

Sun, 18/03/2012 - 11:09

Hong Kong-based Value Partners, one of Asia’s largest hedge fund managers with some USD7.7billion in assets under management is preparing to launch a UCITS-com »

Sandy Rattray, chief investment officer, Man Group

Man launches new commodities fund

Thu, 15/03/2012 - 06:00

Man Group Plc, the global alternative investment manager, has launched the Man Commodities Fund, offering retail and institutional investors exposure to global commodities markets in a UCITS format. »

Up arrow on graph

Alternative UCITS gain 0.87 per cent for February

Sun, 11/03/2012 - 11:05

Alternative UCITS funds made further gains last month according to Alix Capital, provider of the UCITS Alternative Index Global which climbed 0.87 per cent to put it +2.25 per cent YTD. »

Colm McDonagh, BNY Mellon

BNY Mellon launches EM corporate debt fund

Sun, 11/03/2012 - 11:04

BNY Mellon has launched the BNY Mellon Emerging Markets Corporate Debt fund, a Dublin-domiciled UCITS, and is to be managed by Insight Investment. »

Jon Sigurdsen, manager, DNB Fund ECO Absolute Return

AR manager eyes energy opportunities as Japan moves away from nuclear power

Sun, 11/03/2012 - 10:58

A move away from nuclear energy in light of last year’s tragic accident at the Fukushima nuclear power station in Japan is creating opportunities for transmission and e »

Chris Day, Director of Merchant Capital,

Point Nine migrates Merchant Capital’s UCITs umbrella to Circle.2

Thu, 08/03/2012 - 06:00

Merchant Capital, the independent corporate finance and investment management firm, has migrated its UCITS umbrella to Point Nine’s Circle.2 platform of live middle and back office services. »

Elena Ambrosiadou, founder and CEO, IKOS

Lyxor AM adds IKOS to its Dimension UCITS platform

Sun, 04/03/2012 - 16:59

Lyxor Asset Management has partnered with IKOS to launch the second alternative manager on its Lyxor Dimension UCITS platform reported Hedgeweek this week. »

Peter de Proft, director general, EFAMA

UCITS brand risks losing competitive edge under proposed Tobin tax warns EFAMA

Sun, 04/03/2012 - 16:55

EFAMA has warned that the UCITS brand would lose its competitive edge under the proposed financial transaction tax (also referred to as the Tobin tax) and cause investors to seek alternative invest »

David M Solo, CEO of GAM

GAM to acquire Arkos Capital and strengthen its single manager fund offering

Sun, 04/03/2012 - 16:52

GAM is to acquire Arkos Capital SA, a Lugano-based investment manager with assets under management of CHF664million as at 31 December 2011 reported Reuters this week. »

Man and woman shaking hands

Schroders to launch European equities fund

Sun, 04/03/2012 - 16:47

Schroders is preparing to launch a European equities total return fund to meet growing investor demand for low-volatility vehicles focused on European equity markets »

Sameer Shalaby, President, Paladyne Systems

Paladyne releases new version of Portfolio Master

Thu, 01/03/2012 - 11:10

Paladyne Systems has announced a major new release of Paladyne Portfolio Master, its combined order management and portfolio management solution. »

Laurent Seyer, CEO of Lyxor

Lyxor expands its UCITS Alternative Platform by launching a new single UCITS alternative fund with IKOS

Wed, 29/02/2012 - 12:26

Lyxor Asset Management announces its partnership with IKOS to launch the second alternative manager on its Lyxor Dimension UCITS Platform. With this launch, Lyxor further expands its offer of alternative UCITS funds. »

Sebastian Eisinger, head of fixed income, Pictet AM

Pictet AM launches global bond fundamental UCITS

Sun, 26/02/2012 - 12:20

Following the announcement last week that Pictet Asset Management had launched a short-term high yield bond UCITS fund, the Swiss asset ma »

Mark Farrington, Macro Currency Group

Macro Currency Group launches currency UCITS

Sun, 26/02/2012 - 12:13

Macro Currency Group, the specialist currency investment boutique of Principal Global Investors with over USD4.3billion »

Louis Zanolin, CEO, Alix Capital

Single strategy alternative UCITS indices launched by Alix Capital

Sun, 26/02/2012 - 12:08

Geneva-based Alix Capital, provider of the UCITS Alternative Index family of indices has added another suite of indices following the announcement »

Mark Farrington, portfolio manager and Head of Macro Currency Group

Macro Currency Group launches first ever Alpha/Beta split currency fund

Tue, 21/02/2012 - 10:00

Macro Currency Group, the specialist currency investment boutique of global asset management firm Principal Global Investors, has launched the Principal Global Investors Funds Multi Strategy Currency Fund, (the Fund), a Dublin-registered, UCITS-compliant vehicle. »

Ucits package

IMA asks for clarification on UCITS IV

Sun, 19/02/2012 - 19:34

The IMA has voiced concerns that different jurisdictions are allowing managers greater flexibility when reporting fund charges in the Key Investor Information Documents (KIID) under UCITS IV report »

Roman Gaiser, Pictet Asset Management

Pictet AM launches short term high yield UCITS

Sun, 19/02/2012 - 19:30

Pictet Asset Management announced this week the launch of its latest Lux-domiciled UCITS fund. »

Man with megaphone

SEB Master KAG UCITS platform acquired by Universal-Investment

Sun, 19/02/2012 - 19:17

Germany’s Universal-Investment has announced the acquisition of SEB Master KAG, a UCITS platform, a move which Universal-Investment spokesperson Bernd Vorbeck said will strength »

Norway flag

DNB launches Norway-focused absolute return fund

Sun, 19/02/2012 - 19:12

Oslo-based DNB Asset Management, the fund management arm of DNB, has decided to take advantage of its specialist knowledge of its domestic market by launching a Norway-focused absolute retur »

Up arrow

Alternative UCITS funds gain 1.37 per cent in January

Sun, 12/02/2012 - 16:39

2012 was a promising start for alternative UCITS funds with the UCITS Alternative Index Global gaining 1.37 per cent having fallen 3.64 per cent in 2011. »

Craig Wallis, Global Head of Institutional and Fund Distribution, GAM

New GAM Star fund approved by Irish regulator

Sun, 12/02/2012 - 16:36

A new fund which aims to give clients access to both GAM’s investment management expertise and Barclays Capital’s quantitative stra »

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