Invesco duo to retire at the end of the year

Invesco have announced that after 26 years of working together, Paul Causer and Paul Read will retire from their roles as Co-Heads of the Henley Fixed Interest team at the end of 2021, handing over responsibility to Michael Matthews and Thomas Moore.

Michael and Thomas will continue to work closely with Paul and Paul for the rest of the year, ensuring a smooth hand over and will assume the Co-Head roles from 1 January 2022.

Continue reading “Invesco duo to retire at the end of the year”

Jupiter rebranding and Merian funds name change

Following Jupiter’s acquisition Merian Global Investors last year a new brand has been launched today along with a number of changes to fund names.

With effect from today (15th February 2021) the names of all but a very small number of Merian-branded funds will change. In the majority of cases, the prefix “Merian” will simply become “Jupiter,” with the rest of the name remaining as it was previously (for example, the Merian UK Mid Cap Fund will be renamed as the Jupiter UK Mid Cap Fund).

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Change to Artemis fund names using the SmartGARP™ investment process

Artemis will be making changes to the names of their funds which use the SmartGARP™ investment process on 8th February 2021. The effected funds are and changes are listed in the table below.

Existing nameNew name
Artemis Capital FundArtemis SmartGARP UK Equity Fund
Artemis European Growth FundArtemis SmartGARP European Equity Fund
Artemis Global Emerging Markets FundArtemis SmartGARP Global Emerging Markets Equity Fund
Artemis Global Growth Fund Artemis SmartGARP Global Equity Fund
Artemis Institutional Global Capital FundArtemis SmartGARP Institutional Global Equity Fund
Continue reading “Change to Artemis fund names using the SmartGARP™ investment process”