The £6.7bn Lindsell Train Global Equity and £478m Lindsell Train Japanese Equity funds breached the European UCITS rules on portfolio concentration 11 times last year, according to research from The FT, with some individual holdings accounting for more than 10% of portfolios throughout 2019.
The 5/10/40 rule states holdings that have more than a 5% weighting must not collectively exceed 40% of the fund's overall assets. Individual holdings also cannot exceed a 10% allocation. The Dublin-domiciled...
Deal was announced in June this year
Departs in April 2021
Raft of portfolio management changes
Ian Jensen-Humphreys joins as portfolio manager
Industry Voice: Evolving with a changing world: how an integrated ESG approach can meet investors' demands
With most investment groups adopting ESG in some form, how do advisers choose a strategy which is right for clients?
Managed by Jasveet Brar
60% income tax?
Five key points