The latest in funds and investments across the UK, Europe, Middle East and Africa.

Moola
Moola, the online wealth manager, has launched tax-aware portfolios for all new and existing Moola clients. 

Client portfolios are monitored to make sure that full use is made of the client’s capital gains allowance and that losses and gains within the portfolio are continually managed. 

The portfolio aims to see returns improve by up to one per cent a year after tax, but this outcome is dependent on several factors including account size, type, investment period and market conditions.

Fulcrum Asset Management
UK-based Fulcrum Asset Management has launched the Fulcrum Income Fund.

The fund aims to generate a net annual yield of 4.5 per cent in excess of Bank of England base rates through exposure to a globally diversified portfolio of liquid assets.

It will be managed by a research and investment team of 27. It will invest across all major liquid markets and sectors, aiming to balance total return and income generation, using cost-effective implementation. Its yield will principally be derived from investments in equities, bonds, credit, REITS and option premia.

Risk will be managed by a variety of measures including risk contribution limits on asset classes to combine the generation of income with a strong focus on capital stability.