UpMarket’s Post

Wondering what a catch-up tranche is? Unsure about the difference between a closed-end fund and a closed fund? This guide will help. https://hubs.li/Q02JQxSb0

Wondering what a catch-up tranche is? Unsure about the difference between a closed-end fund and a closed fund? This guide will help. https://hubs.li/Q02JQzmn0

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m delighted to announce that the winner of the Best Multi-Asset Range is the Columbia Threadneedle Investments CT Universal MAP Fund Range!🍾 #fundrating #investmentphilosophy #investmentmanagement #columbiathreadneedleinvestments

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m delighted to announce that the winner of the Best Multi-Asset Range is the Columbia Threadneedle Investments CT Universal MAP Fund Range!🍾 #fundrating #investmentphilosophy #investmentmanagement #columbiathreadneedleinvestments

Looking to diversify your portfolio and tap into high-growth potential? 📈✨ Check out the best small-cap mutual funds to invest in for 2024! 🚀 Discover the top picks for maximizing your investment opportunities: Read more - https://lnkd.in/gyp8NPnK 📊💼 #Investing #MutualFunds #SmallCap #PortfolioDiversification #HighGrowth

£95.3bn underperforming ‘dog’ fund assets leap 106%. A total of 151 equity funds have been highlighted for underperformance in Bestinvest’s latest ‘Spot the Dog‘ report, up 170% from the 56 named in August. Author: Christian Mayes Read more: https://lnkd.in/dHhYFWM8 #fund #assets #equity #investing #ukfunds

The Oak Special Fund, powered by Faida Investment Bank, offers a unique opportunity for investors to access both local and global markets through a Collective Investment Scheme (CIS). By pooling funds from a diverse range of investors, including individuals, pension funds, and insurance companies, the Oak Special Fund ensures diversified exposure across various asset classes. These investments are managed professionally by a team of expert dealers, traders, and research analysts, who leverage their knowledge of global markets and emerging opportunities to optimize returns. The fund is targeting a return of 20% per annum, though this is not guaranteed, with the added benefit of a six-month lock-in period, after which investors can freely access their funds. Importantly, the fund is regulated by the Capital Markets Authority, ensuring strict adherence to legal guidelines and risk management protocols, while a trustee oversees the security of the investments. https://lnkd.in/dXTk7-C4 The Oak Special Fund provides investors with a hands-off approach to wealth creation, making decisions on asset allocation across global and local markets on their behalf. Whether you are considering investments in money market funds, treasury bills, land, or global stocks like Tesla, Apple, or Nvidia, the Oak Special Fund handles all these investment choices for you. Funds are held securely in a Tier 1 custodian bank, and investments are made based on a well-defined investment strategy designed to minimize risk while seeking optimal returns. This professional management, combined with regulatory oversight, ensures that your money is both safe and strategically invested for long-term growth. Whether you have questions or are ready to start investing, our team is here to help. E-mail: oak@fib.co.ke WhatsApp: (+254) 743 552 341 Call: (+254) 719 212 349 https://oak.africa/ https://lnkd.in/dXTk7-C4

High net worth feeder funds have become a valuable source of capital for private equity funds. This Legal Update explains HNW Feeder Funds and considerations when a HNW Feeder Fund is part of a subscription credit facility. Read here: https://lnkd.in/eUnFGDpW   #FundFinance #PrivateEquity #MayerBrown

Global Mutual Fund Investments: A Beginner's Guide Explore this beginner's guide to global mutual fund investments. Learn strategies to maximize returns and manage risks in international markets. Read more here: https://lnkd.in/gYfeqHRk #MutualFunds #GlobalInvesting #InvestmentTips #FinancialGrowth

High net worth feeder funds have become a valuable source of capital for private equity funds. Click below for an explanation of HNW Feeder Funds and considerations for when a HNW Feeder Fund is part of a subscription credit facility.   Read here: https://lnkd.in/gvqbNi93   #FundFinance #PrivateEquity #MayerBrown