Asset Management

What's New In Investments, Funds? - RWC, Stonehage Fleming, Others

Editorial Staff 26 May 2021

What's New In Investments, Funds? - RWC, Stonehage Fleming, Others

The latest offerings in investments, such as funds and structured products, and other notable developments.

RWC Partners
RWC Partners has launched an open-ended investment company version of the RWC Global Emerging Markets UCITS fund. The plan is to bring the underlying strategy to the UK wholesale market, the firm said.

The equity fund, holding between 50 and 70 stocks, will be managed by John Malloy and expands RWC’s OEIC range beyond the existing TM RWC UK Equity Income Fund and TM RWC Global Equity Income Fund.  

The TM RWC Global Emerging Markets OEIC, which is based on the UCITS version launched in 2015, delivered returns of 60.3 per cent and 9.6 per cent net of fees over one and three years, outperforming the index by 27 per cent and 10.5 per cent respectively.

Stonehage Fleming
Stonehage Fleming Investment Management, part of multi-family office Stonehage Fleming, has launched its Global Sustainable Equity Fund.

The fund will replicate the equity part of the firm’s Global Sustainable Investment Portfolios (GSIP). Launched in 2019, the fund has returned 39.42 per cent for the 19 months ending 30 April 2021 versus the global equity benchmark, MSCI ACWI at +23.04 per cent (sterling). It has attracted more than $106 million in assets from private and professional investors.

UBS
The wealth management arm of UBS has launched the Multi Managers Access II – Future of Earth fund.

Investing in companies addressing environmental issues and related challenges, it focuses on people, health, communities; sustainable energy, land and water. The fund seeks to select companies which are due to benefit from long-term sustainability trends, such as consumer preferences shifting towards more sustainable products. 

The fund, which is aligned to United Nations Sustainable Development Goals (UN SDGs), takes into account environmental, social and governance (ESG) risks and opportunities throughout the investment process, UBS said in a statement. 

UBS added that the offering uses the skills of a number of active equity firms for each of its four investment themes: Allianz Global Investors, Pictet Asset Management, Polar Capital, and Robeco.

The fund’s investment universe consists of equities of small, medium and large-cap companies in developed and emerging markets globally.

This is the fourth fund that UBS GWM is launching with a thematic approach, following the Digital Transformation Dynamic, Digital Transformation Themes, and Future of Humans funds, which were made available to investors in 2020. 

The fund is available in Austria, Belgium, Denmark, Finland, Germany, Italy, Luxembourg, the Netherlands, Norway, Spain, Sweden, Switzerland, and the UK.

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