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What’s New In Investments, Funds? – Quilter, WisdomTree, Franklin Templeton

Editorial Staff

15 October 2025

Quilter Investors
UK wealth manager , which oversees £126.3 billion ($168 billion) in customer investments, has launched the Quilter Investors Absolute Return Equity Fund, a sub-advised mandate to be used within the WealthSelect Managed Portfolio Service.

Managed by Janus Henderson, the mandate will focus on providing a positive (absolute) return, regardless of market conditions, over a 12-month period, the firm said in a statement. The fund is a long/short equity strategy that invests in large- and mega-cap companies, predominantly in the UK but also in Europe and the US.

Based on the Janus Henderson Absolute Return Fund and managed by Ben Wallace and Luke Newman, the new mandate follows a similar core and tactical approach to portfolio construction; the former focuses on companies with strong cashflows and fundamentals, while the latter looks for market anomalies.

Quilter uses a range of sub-advised mandates, along with third-party funds, across its multi-asset investment solutions, including WealthSelect. This approach offers the portfolio managers a range of strategies across different asset classes, sectors, and geographies.

Meanwhile, Quilter has appointed Jupiter to manage the Quilter Investors UK Equity Growth Fund. The fund will be managed by Chris Smith, manager of Jupiter’s own UK Growth Fund which the sub-advised mandate will be based on.

Using sub-advised mandates in this way allows the WealthSelect portfolios to switch between fund managers without the need to buy or sell funds, which would usually trigger a capital gains tax charge and increased dealing costs, the firm continued.

“We have been looking for a fund that can nicely complement our existing alternative and absolute return exposure, and we have great confidence in the team at Janus Henderson,” Stuart Clark, portfolio manager of Quilter’s WealthSelect, said. “Many all-weather strategies have aimed to achieve an absolute return but have fallen short, yet this strategy is somewhat an outlier in terms of having been able to meet its objectives over a circa 20-year time period.”

WisdomTree
, a global financial innovator, has launched the WisdomTree Physical Stellar Lumens ETP (XLMW), designed to provide investors with a simple, secure and cost-efficient way to gain exposure to Lumens, the native token of the Stellar blockchain.

This week, the ETP (exchange-traded product) was listed on the Swiss Stock Exchange SIX, and Euronext exchanges in Paris and Amsterdam. The ETP offers exposure to the spot price of Lumens through an institutional grade, physically-backed structure. With a management expense ratio (MER) of 0.50 per cent, it is the lowest cost, physically-backed Lumens ETP in Europe. The ETP will list on Deutsche Börse Xetra on 15 October 2025.

Stellar is a high-performance Layer-1 blockchain purpose-built to modernise global finance, enabling fast, ultra-low-cost payments and tokenized asset issuance, the firm said in a statement.

WisdomTree’s European crypto ETPs are available in Austria, Belgium, Denmark, Finland, France, Germany, Italy, Ireland, Luxembourg, Poland, the Netherlands, Norway, Spain, Sweden and Switzerland. WisdomTree Physical Bitcoin and WisdomTree Physical Ethereum are also available in the UK.

Franklin Templeton
California-based investment manager has launched the FTIF Franklin Core Global Enhanced Equity Fund and the FTIF Franklin Core US Enhanced Equity Fund, sub-funds of the Luxembourg-domiciled Franklin Templeton Investments Funds (FTIF) range.

The funds are Franklin Templeton’s first systematic equity products to incorporate the research insights of the firm’s active investment managers – an approach designed to be scalable across asset classes and product wrappers.

Developed and managed by Franklin Templeton Investment Solutions (FTIS), both funds are actively managed. They aim to deliver above-market returns, while maintaining smaller deviation (tracking error) from core indices, a risk management approach that may be beneficial for many client portfolios.

The Franklin Core Enhanced Equity Funds pursue an actively managed, quantitative process to invest in equity securities while keeping the expected level of tracking error between 1 and 2 per cent in normal market conditions. The funds employ a proprietary quantitative selection process using a multi-factor model to assign a weighted score across quality, value, sentiment and alternatives factors. The process also incorporates an alpha score derived from the proprietary signals and insights of Franklin Templeton’s specialist investment managers.

Designed to be a foundational equity allocation, the Franklin Core Enhanced Equity funds are sector, industry and factor neutral, with the global portfolio also offering diversified exposure across major regions.

“We’re seeing strong client demand for core enhanced index strategies, driven by a continued focus on cost efficiency. While passive strategies offer predictability, many investors are increasingly seeking smarter solutions that retain the potential for alpha generation while reducing excess volatility relative to the benchmark, especially within the core of their portfolios,” Harry Reeves, head of UK wholesale said.