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Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : 27.5% (31 August 2014 - 31 August 2017)
Currency Total Return Standard Deviation Max Drawdown
1 of 198

JK Global Opportunities Fund USD

GBP

61.8%

15.4

-17.5%

2 of 198

Purisima Global Total Return PCG B Net Inc

GBP

59.0%

12.7

-11.8%

3 of 198

The Monoux Acc

GBP

52.3%

10.0

-8.0%

4 of 198

Ilex Growth Acc

GBP

49.6%

10.0

-11.5%

5 of 198

S&W Orchard Acc

GBP

48.6%

9.9

-11.0%

6 of 198

S&W Forest Acc

GBP

47.9%

9.8

-11.1%

7 of 198

Royal London Sustainable World Trust A Inc

GBP

47.3%

9.2

-7.0%

8 of 198

HSBC Global Strategy Dynamic Portfolio Ret X Inc

GBP

44.6%

9.3

-10.7%

9 of 198

TB Wise Multi-Asset Income B Inc

GBP

41.8%

8.4

-9.3%

10 of 198

Baillie Gifford Managed B Inc

GBP

41.6%

8.3

-8.1%

11 of 198

MFM Hathaway Inc

GBP

40.9%

7.7

-5.3%

12 of 198

Vanguard LifeStrategy 80% Equity Acc

GBP

40.5%

7.8

-8.6%

13 of 198

Thesis Lion Growth Inc

GBP

40.3%

10.6

-13.6%

14 of 198

Premier Multi-Asset Growth & Inc C Inc

GBP

39.2%

6.8

-6.5%

15 of 198

Old Mutual Cirilium Dynamic Passive R Acc

GBP

38.3%

9.5

-11.7%

16 of 198

Aviva Investors Multi-Asset Fund V SC1

GBP

38.2%

10.4

-13.8%

17 of 198

Newton Maiden GBP Inc

GBP

38.1%

8.7

-7.0%

18 of 198

TB Wise Multi-Asset Growth B Acc

GBP

37.9%

8.7

-10.9%

19 of 198

Liontrust Sustainable Future Managed 2 Inc

GBP

37.8%

8.5

-8.9%

20 of 198

SF Adventurous

GBP

37.4%

8.4

-6.9%

21 of 198

Newton Growth & Income Fund for Charities GBP Inc

GBP

37.2%

9.2

-7.8%

22 of 198

F&C MM Navigator Progressive 4 Acc

GBP

36.2%

7.8

-8.1%

23 of 198

Standard Life Inv Myfolio Market V Ret Acc

GBP

35.7%

9.9

-12.1%

24 of 198

Scottish Widows Opportunities Portfolio A Acc

GBP

35.4%

9.8

-10.8%

25 of 198

The Navajo Acc

GBP

35.3%

9.0

-11.2%

26 of 198

Climate Assets Fund GBP A Acc

GBP

35.3%

7.8

-9.4%

27 of 198

Oenoke Inc

GBP

35.2%

8.6

-9.7%

28 of 198

Marks & Spencer Worldwide Managed Acc

GBP

35.0%

9.1

-10.6%

29 of 198

Old Mutual Cirilium Moderate Passive R Acc

GBP

34.9%

8.1

-9.5%

30 of 198

Architas MA Passive Dynamic R Acc

GBP

34.9%

11.6

-15.9%

31 of 198

NatWest Adventurous Growth

GBP

34.4%

8.1

-10.1%

32 of 198

P E Managed Inc

GBP

34.2%

8.8

-8.4%

33 of 198

BlackRock Consensus 85 I Acc

GBP

34.2%

7.8

-9.4%

34 of 198

CGWM Select Opportunity

GBP

34.1%

8.2

-9.5%

35 of 198

Omnis Managed Balanced B Acc

GBP

34.0%

8.0

-8.6%

36 of 198

Wye Investment

GBP

33.6%

7.4

-7.2%

37 of 198

Old Mutual Foundation 5 R Acc GBP

GBP

33.5%

10.6

-16.2%

38 of 198

BlackRock Armed Forces Common Investment Acc

GBP

33.5%

7.5

-6.9%

39 of 198

HL Multi-Manager Balanced Managed Trust Acc

GBP

33.5%

8.0

-8.8%

40 of 198

Vanguard LifeStrategy 60% Equity Acc

GBP

33.5%

6.4

-6.5%

41 of 198

Jupiter Merlin Balanced Portfolio Acc

GBP

33.4%

7.8

-8.4%

42 of 198

Premier Liberation No. VI C Acc

GBP

33.4%

8.4

-9.9%

43 of 198

BlackRock Volatility Strategy IV E Acc

GBP

33.3%

8.8

-12.3%

44 of 198

Newton Global Balanced Exempt 1 Acc

GBP

33.2%

8.4

-7.8%

45 of 198

McInroy & Wood Balanced Personal

GBP

32.9%

7.7

-8.0%

46 of 198

Henderson Institutional Global Care Managed I Acc

GBP

32.9%

7.9

-9.2%

47 of 198

S&W Eagle Acc

GBP

32.4%

8.1

-10.7%

48 of 198

Santos

GBP

32.1%

6.2

-5.8%

49 of 198

Legal & General Multi-Index 7 F Acc

GBP

32.0%

8.5

-12.0%

50 of 198

DB PWM I - Max Growth Portfolio UCITS (GBP) A Acc

GBP

31.7%

9.4

-10.5%

50 of 198

Architas MA Active Progressive R Inc

GBP

31.7%

7.4

-7.7%

52 of 198

Standard Life Wealth Strategy Bridge

GBP

31.4%

8.3

-8.5%

53 of 198

S&W Marathon

GBP

31.3%

7.3

-7.8%

54 of 198

Invesco Perpetual Glbl Bal Index No Trail Acc

GBP

31.2%

7.2

-7.5%

55 of 198

SF Positive

GBP

30.8%

7.0

-5.8%

56 of 198

Old Mutual Cirilium Moderate A Acc

GBP

30.8%

7.6

-10.2%

57 of 198

MI Hawksmoor Distribution B Acc

GBP

30.7%

5.7

-5.9%

58 of 198

Jupiter Monthly Income Acc

GBP

30.7%

6.3

-5.5%

59 of 198

Standard Life Inv Myfolio Market IV Ret Acc

GBP

30.6%

8.4

-10.5%

60 of 198

HC Stirling House Dynamic Ret Acc

GBP

30.4%

9.6

-11.4%

61 of 198

Scottish Widows Progressive Portfolio A Acc

GBP

30.3%

8.4

-9.3%

62 of 198

Premier Liberation No. V C Acc

GBP

30.2%

7.1

-8.0%

63 of 198

Legal & General Multi-Index 6 F Acc

GBP

30.2%

7.5

-10.2%

64 of 198

Standard Life Inv Myfolio Multi Mngr V Ret Acc

GBP

30.2%

7.8

-9.0%

65 of 198

Courtiers Total Return Balanced Risk

GBP

30.2%

6.5

-7.6%

66 of 198

Total Clarity Portfolio 6 A Acc GBP

GBP

30.1%

9.2

-11.6%

66 of 198

Aviva Investors Multi-Manager 40-85% SC 1 Inc

GBP

30.1%

8.6

-10.4%

68 of 198

Omnis Multi-Manager Balanced B Acc

GBP

29.9%

7.3

-8.5%

69 of 198

Scottish Widows Adventurous Growth D Acc

GBP

29.9%

10.0

-13.3%

70 of 198

Standard Life Wealth Balanced Bridge -INC UNITS

GBP

29.9%

7.1

-6.1%

71 of 198

Standard Life Inv Myfolio Managed V Ret Acc

GBP

29.8%

8.0

-8.2%

72 of 198

IFSL Brooks Macdonald Strategic Growth A Acc

GBP

29.8%

8.4

-9.2%

73 of 198

Tilney Global Growth Ret Acc

GBP

29.8%

7.0

-6.3%

74 of 198

PUTM Growth Acc

GBP

29.7%

8.2

-9.3%

75 of 198

CF Bentley Global Growth Acc

GBP

29.5%

9.1

-12.3%

76 of 198

Threadneedle Managed Equity Focused A Acc GBP

GBP

29.4%

7.0

-7.9%

76 of 198

Invesco Perpetual Managed Income Inc

GBP

29.4%

7.9

-9.4%

78 of 198

Standard Life Inv Global Advantage Ret Acc

GBP

29.4%

8.8

-10.4%

79 of 198

Marlborough Balanced

GBP

29.3%

7.6

-8.2%

80 of 198

F&C MM Lifestyle Balanced A Acc

GBP

29.2%

8.1

-10.0%

81 of 198

FP Tatton Oak Capital Growth B Acc

GBP

29.1%

7.4

-8.8%

82 of 198

SVS Cornelian Growth B Acc

GBP

29.0%

6.9

-7.1%

83 of 198

EF Brompton Global Growth B Acc

GBP

28.9%

7.9

-7.8%

84 of 198

IFSL Tilney Bestinvest Agg Gro Pfolio Inst Acc

GBP

28.9%

7.3

-8.4%

85 of 198

F&C MM Lifestyle Growth A Acc

GBP

28.8%

9.7

-12.6%

86 of 198

Lazard Managed Balanced Retail Inc

GBP

28.8%

8.0

-9.8%

86 of 198

CF Seneca Diversified Growth A Acc

GBP

28.8%

8.2

-9.8%

88 of 198

Architas MA Blended Progressive R Acc

GBP

28.6%

7.9

-9.5%

89 of 198

HC Sequel Global Target Income Strategy B Acc

GBP

28.4%

9.5

-11.0%

90 of 198

CMI Sterling Balanced Managed SF DC2 C

GBP

28.3%

8.2

-10.1%

91 of 198

Practical Investment Inc

GBP

28.1%

7.5

-8.8%

92 of 198

CF Canlife Balanced B Acc

GBP

27.8%

7.1

-8.6%

93 of 198

Scottish Widows Stockmarket Growth Portfolio A Acc

GBP

27.7%

9.8

-12.3%

94 of 198

RBS Balanced Inc

GBP

27.7%

7.3

-9.3%

95 of 198

Scottish Friendly Managed Growth

GBP

27.6%

8.1

-6.2%

96 of 198

RHFS Growth & Income - Income Fund (GBP)

GBP

27.6%

5.0

-3.6%

97 of 198

Total Clarity Portfolio 5 A Acc GBP

GBP

27.5%

7.7

-9.0%

97 of 198

TM Levitas A - A Net Acc

GBP

27.5%

8.9

-11.1%

99 of 198

Fidelity Multi Asset Allocator Adventurous A Acc

GBP

27.5%

8.9

-12.2%

100 of 198

Scottish Widows Strategic Growth Portfolio A Acc

GBP

27.3%

8.8

-11.1%

101 of 198

Schroder Managed Balanced I Acc

GBP

27.3%

7.4

-10.0%

102 of 198

CF Canlife Portfolio VI B Acc

GBP

27.1%

7.2

-10.1%

103 of 198

HSBC Ash Inst A Acc

GBP

26.9%

7.5

-8.8%

104 of 198

Santander MM Balanced Intl Tracking Ret Acc

GBP

26.8%

8.2

-10.4%

105 of 198

Standard Life Myfolio Managed Inc V Rtl Acc

GBP

26.8%

7.2

-8.2%

106 of 198

St James's Place Managed Growth L Acc

GBP

26.7%

6.9

-9.8%

107 of 198

Omnis Managed Cautious B Acc

GBP

26.5%

5.5

-4.7%

108 of 198

Close Discretionary Managed Balanced A Acc

GBP

26.5%

8.0

-8.4%

109 of 198

Threadneedle Monthly Extra Income Ret Net Inc GBX

GBP

26.4%

7.9

-7.0%

110 of 198

CF Greenmount Inc

GBP

26.4%

12.0

-17.4%

111 of 198

Family Balanced International B

GBP

26.2%

8.0

-9.3%

112 of 198

Lancaster

GBP

26.0%

8.1

-9.8%

113 of 198

Sarasin IE GlobalSar - Dynamic GBP A Acc

GBP

26.0%

7.9

-9.4%

113 of 198

Scottish Widows Progressive Growth D Acc

GBP

26.0%

8.3

-10.1%

115 of 198

Neptune Balanced A Inc

GBP

25.9%

9.9

-11.2%

116 of 198

Standard Life Inv Myfolio Multi Mngr IV Ret Acc

GBP

25.8%

6.7

-7.8%

117 of 198

MGTS Clarion Meridian Portfolio R GBP Acc

GBP

25.8%

7.9

-8.6%

118 of 198

Allianz RiskMaster Moderate Multi Asset C Acc

GBP

25.5%

8.3

-11.6%

119 of 198

Standard Life Inv Myfolio Managed IV Ret Acc

GBP

25.5%

6.9

-7.1%

120 of 198

Santander Atlas Portfolio 6 Ret Acc

GBP

25.5%

8.4

-11.2%

121 of 198

AXA Framlington Managed Balanced R Acc

GBP

25.4%

7.4

-8.6%

122 of 198

7IM Adventurous A Acc

GBP

25.4%

9.9

-14.5%

123 of 198

7IM AAP Adventurous A Acc

GBP

25.4%

10.4

-14.6%

124 of 198

Coutts Multi Asset UK Equity Growth GBP A Dist

GBP

25.3%

9.2

-13.6%

125 of 198

M&G Episode Growth X Inc

GBP

25.2%

9.5

-12.3%

125 of 198

NFU Mutual Mixed 40-85% B Inc

GBP

25.2%

8.2

-10.7%

127 of 198

Marten

GBP

25.0%

8.9

-10.2%

128 of 198

HSBC Balanced Inc

GBP

25.0%

7.3

-9.2%

129 of 198

CF Canlife Portfolio V B Acc

GBP

25.0%

6.0

-7.8%

130 of 198

BlackRock Balanced Growth Portfolio A Inc

GBP

24.9%

8.1

-8.9%

131 of 198

CF KB Feelgood Inc

GBP

24.8%

6.8

-7.5%

132 of 198

Henderson Multi-Manager Managed A Inc

GBP

24.8%

7.0

-9.4%

133 of 198

Marlborough Extra Income

GBP

24.6%

7.2

-5.6%

134 of 198

CF Canlife UK Equity and Bond Income B Inc

GBP

24.5%

7.5

-6.2%

135 of 198

Legal & General Mixed Investment 40-85% R Acc

GBP

24.3%

7.7

-10.9%

136 of 198

Margetts Select Strategy GBP Acc

GBP

24.3%

8.0

-8.7%

137 of 198

F&C MM Lifestyle Cautious A Acc

GBP

24.3%

6.6

-7.4%

138 of 198

Aberdeen Multi Manager Balanced Managed R Acc

GBP

24.2%

7.9

-9.7%

139 of 198

CF Prudential Dynamic 40-80 Portfolio A Inc

GBP

24.2%

7.3

-9.9%

139 of 198

Threadneedle Managed Equity Income A Inc GBP

GBP

24.2%

7.6

-7.5%

141 of 198

BCIF Balanced Managed A Acc

GBP

24.2%

8.0

-8.9%

142 of 198

Fidelity MultiAsset Open Growth A Acc

GBP

24.1%

7.2

-9.2%

143 of 198

Standard Life Myfolio MultiMngr Inc V Rtl Acc

GBP

24.1%

7.5

-9.2%

144 of 198

FP Thoroughbred Core Alpha B Acc

GBP

24.0%

5.5

-6.9%

145 of 198

Old Mutual Managed A Acc

GBP

23.9%

5.7

-6.5%

146 of 198

Scottish Widows Dynamic Solution A Acc

GBP

23.8%

8.7

-10.8%

147 of 198

UBS Global Allocation (UK) A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

23.6%

8.4

-10.8%

148 of 198

Libero Balanced A Inc

GBP

23.5%

6.9

-8.2%

149 of 198

St James's Place Balanced Managed L Acc

GBP

23.4%

7.3

-8.7%

150 of 198

Smith & Williamson MM Endurance Balanced A Inc

GBP

23.2%

7.6

-9.1%

151 of 198

McInroy & Wood Income Personal

GBP

23.1%

6.7

-7.5%

152 of 198

St James's Place Strategic Managed L Acc

GBP

22.8%

6.8

-8.2%

153 of 198

CF Robin Acc

GBP

22.8%

4.9

-6.8%

154 of 198

7IM AAP Moderately Adventurous A Acc

GBP

22.8%

9.1

-13.3%

155 of 198

TB Doherty Balanced Managed A Acc

GBP

22.7%

7.5

-9.8%

156 of 198

Aberdeen Multi-Asset I Acc

GBP

22.7%

7.6

-11.6%

157 of 198

Thesis Headway A Inc

GBP

22.5%

5.5

-6.0%

158 of 198

Coutts Multi Asset UK Growth GBP A Dist

GBP

22.5%

8.0

-12.2%

159 of 198

Jupiter Distribution and Growth

GBP

22.3%

8.2

-7.8%

159 of 198

Close Discretionary Balanced Portfolio A Acc

GBP

22.3%

6.9

-8.9%

161 of 198

Newton Multi-Asset Balanced GBP Inc

GBP

22.3%

7.9

-8.5%

162 of 198

7IM Moderately Adventurous A Acc

GBP

22.1%

9.0

-13.5%

163 of 198

Man GLG Balanced Managed Retail Acc A GBP

GBP

21.9%

7.7

-10.6%

164 of 198

MGTS Future Money Dynamic Growth GBP Acc

GBP

21.9%

8.4

-10.9%

165 of 198

M&G UK Income Distribution Sterling A Inc

GBP

21.8%

7.3

-8.8%

166 of 198

Schroder Managed Wealth Portfolio Inc

GBP

21.7%

5.2

-5.5%

167 of 198

Elite Balanced Trust Accumulation

GBP

21.4%

6.9

-8.2%

168 of 198

TM UBS (UK) - UK Balanced B Acc

GBP

21.3%

5.8

-6.4%

169 of 198

Mazener

GBP

21.1%

7.3

-8.2%

170 of 198

TM New Court A 2011 Net Income

GBP

21.0%

5.0

-6.8%

171 of 198

EdenTree Higher Income A

GBP

21.0%

6.9

-9.7%

172 of 198

Barclays Wealth Global Markets 4 B Acc

GBP

20.9%

8.1

-10.5%

173 of 198

JPM Balanced Managed C - Net Acc

GBP

20.7%

7.7

-7.9%

174 of 198

Legal & General Multi Manager Balanced R Acc

GBP

20.6%

8.0

-11.1%

175 of 198

HC KB Endeavour Multi Asset Balanced A Acc

GBP

20.3%

6.1

-7.8%

176 of 198

Thesis Optima Growth Acc

GBP

19.9%

8.3

-10.4%

177 of 198

Scottish Widows High Reserve A Acc

GBP

19.5%

9.0

-11.4%

178 of 198

The Cranmer Investment Inc

GBP

19.0%

6.0

-6.5%

179 of 198

SPFM Global Growth

GBP

18.9%

8.2

-11.8%

180 of 198

Fidelity Multi Asset Open Defensive Y Acc

GBP

17.8%

4.2

-4.7%

181 of 198

Barclays UK Growth Plus Portfolio B Dist

GBP

17.0%

8.4

-12.4%

182 of 198

CF Heartwood Income Plus Multi Asset A Inc

GBP

16.9%

6.2

-8.3%

183 of 198

Royal London UK Income With Growth Trust A Inc

GBP

16.5%

7.4

-7.3%

184 of 198

Barclays GlobalBeta Portfolio 3 AA GBP

GBP

16.5%

6.8

-8.8%

185 of 198

FP Apollo Multi Asset Adventurous GBP A Acc

GBP

16.4%

9.6

-12.8%

186 of 198

CF Heartwood Balanced Multi Asset A Acc

GBP

16.1%

6.2

-9.1%

187 of 198

FP Russell Investments Multi Asst Growth III A Acc

GBP

15.3%

5.6

-7.2%

188 of 198

BlackRock Global Multi-Asset Income A Acc

GBP

15.2%

4.9

-5.5%

189 of 198

OM Creation Dynamic Portfolio A GBP Acc

GBP

15.1%

7.3

-12.5%

190 of 198

City Financial Adventurous GBP Acc

GBP

14.7%

9.1

-13.9%

191 of 198

Barclays UK Growth Portfolio B Dist

GBP

14.6%

7.4

-10.9%

192 of 198

HSBC Monthly Income Inc

GBP

14.4%

7.4

-8.7%

193 of 198

Barclays MultiManager Portfolio 4 AD GBP

GBP

13.6%

7.5

-11.6%

194 of 198

SLI Enhanced-Diversification Growth Ret Acc

GBP

13.0%

6.8

-6.3%

195 of 198

Boulder

GBP

13.0%

8.7

-13.7%

196 of 198

Investec Diversified Growth A Inc Net GBP

GBP

12.7%

5.3

-7.9%

197 of 198

Carvetian Fenix Balanced

GBP

12.0%

9.3

-14.7%

198 of 198

Architas MM Diversified Protector 85

GBP

3.8%

2.7

-4.8%

Funds with less than 36 months history are below. View 1 month performance

7IM AAP Moderately Adventurous (Dublin) C Acc

7IM Moderately Adventurous (Dublin) C Acc GBP

Aberdeen Diversified-Core Adventurous R Acc

Acumen Progressive Ptfl X Acc

Baillie Gifford Multi Asset Growth B Acc Gross

Barings Dyn Cap Grwth A GBP Inc

CF Prudential Dynamic Focused 40-80 Pfolio R Acc

Coutts Multi Asset Personal Portfolio 4 GBP A Acc

Coutts Multi Asset Personal Portfolio 5 GBP A Acc

Dimensional World Allocation 80/20 Fund GBP Acc

FP Active Portfolio Overlay C

FP Aggressive Portfolio Overlay C

FP Luceo 6 A Acc

FP Luceo 7 A Acc

FP Mattioli Woods Adventurous E Inc

FP Mattioli Woods Growth E Inc

FP Russell Investments Multi Asset Growth I C Acc

FP Russell Investments Multi Asset Growth IV C Acc

FP Russell Investments Multi Asset Growth V C Acc

HSBC World Selection Adventurous Portfolio C Acc

IFSL TB Advanced Passive: Aggrv Gth Ptfl Rtl Acc

Legal & General Multi-Index Income 6 I Acc

MI Charles Stanley Multi Asset 3 Moderate A Acc

MI Charles Stanley Multi Asset 5 Adventurous A Acc

Old Mutual Cirilium Adventurous Pass Pfolio R Acc

Old Mutual Cirilium Adventurous Portfolio A Acc

Old Mutual Creation Adventurous Pfolio A GBP Acc

Premier Diversified Income D GBP Inc

Rathbone Core Investment Fund for Charities Inc

Royal London GMAP Adventurous M Acc GBP

Royal London GMAP Dynamic M Acc GBP

Royal London GMAP Growth M Acc GBP

Santander Max 30% Shares Income Portfolio Ret Inc

Sentinel Growth Portfolio B Acc

Smartfund 80% Protected Growth C GBP

Smartfund Growth Fund A

SVS Cornelian Growth RMP G Acc

SVS TPI Aggressive 1 A Inc

SVS TPI Aggressive 6 Acc

SVS TPI Aggressive 7 A Acc

SVS TPI Balanced 3 A Acc

SVS TPI Balanced 7 A Acc

SVS TPI Growth 1 A Acc

SVS TPI Growth 6 A Acc

SVS TPI Growth 7 A Acc

SVS TPI Monthly Income 1 A Acc

Threadneedle Navigator Growth Managed Inc Acc

VAM Close Brothers Growth GBP

Virgin Bond, Gilt, UK and Ovseas Sh A Inc

Virgin Pension Bond, Gilt, UK and Ovseas Sh A Acc

VT AJ Bell Passive Adventurous I Acc

VT Chelsea Managed Aggressive Growth A GBP Net Acc

VT Grosvenor Adventurous A Acc

VT iFunds Absolute Return Orange A Acc

VT Morningstar Informed Smartfund Gth Strat Z Inc

VT UK Infrastructure Income C GBP Net Inc

Wesleyan Moderate-High Risk/Reward Income B Acc

Zurich Horizon Multi-Asset IV Z Inc

Zurich Horizon Multi-Asset V Z Inc

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

7IM launches multi-asset passive fund range

The Ucits funds will invest in a wide range of asset classes and will have an OCF of 29bps.

Rising Neptune star to take two year Brexit sabbatical

Neptune's rising UK star Holly Cassell is to take a two year sabbatical from the firm to work for the government in an advisory role on Brexit.

Fulcrum adds Aviva's Aims strategist to investment team

Aviva Investors' multi-asset strategist Marc Semaan has joined Fulcrum Asset Management in a similar role.

Richard Buxton in talks to lead OMGI buyout

Old Mutual Wealth has split its fund management arm into two distinct parts, with Richard Buxton reported to be leading a buy out the single-strategy business.

Hargreaves Lansdown: winners & losers on Wealth 150

UK's biggest broker analyses record of its influential 'best buy' fund list and reveals where its recommendations have done best and worst.

Nick Samouilhan to join T Rowe Price after Aviva exit

Nick Samouilhan is set to join T Rowe Price as a solutions strategist on the EMEA multi-asset solutions team in November.

Aviva Investors creates key role in multi-asset reshuffle

Aviva Investors has hired Santander's Sunil Krishnan as head of multi-asset funds as senior fund manager Nick Samouilhan exits.

Gervais holds on to top spot in Sanlam income study

The CF Miton UK Multi Cap Income fund has fended off its competitors and retained its position at the top of the UK equity income funds

WM Survey: 50% of readers shift portfolios for rising rates

Half of wealth managers expect UK borrowing costs to be higher by early 2018

Divi bonanza: How to pick the income winners

Fund managers in the UK equity income space have enjoyed a turnaround in fortunes over the past 12 months, following the Brexit vote.

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