1286 briefings from 389 companies
Beginning this year, providers of index-tracking UCITS will be required by European regulation to disclose predictions of their funds' tracking error and tracking difference. Providers will also have to explain any divergence between their predictions and the funds' actual performance.
Published:11 February 2013
The latest Morningstar European asset flow data shows that investors shifted towards safer assets in May. With the eurozone crisis roiling markets, long-term funds in Morningstar’s European database saw net outflows of nearly €9 billion during the month. Download this report for further analysis.
Published:10 August 2012
This report highlights the benefits to investment trusts of a high-degree of holdings transparency, and how unreasonable suppression can be misleading for shareholders. It calls on the investment trust industry to improve transparency within its portfolios to create a level playing field.
Published:23 May 2012
The latest Morningstar European asset flow data shows a positive start to the second quarter of 2012, with both short- and long-term European funds attracting net inflows. This covers: money market funds; long term funds; equity funds; fixed income funds; alternatives and commodities.
Published:01 May 2012