With Low Yields, Insured Funds Suffer From Lack of Demand
- Suspect Fund Firms Fell in Nov. // American Banker;12/22/2003, Vol. 168 Issue 244, p20
Investors pulled money in November from investment companies facing the most serious charges in the mutual fund investigations, according to monthly data from Lipper Inc. The six asset managers that suffered the most negative publicity last month and were hit by the most serious accusations had...
- Fidelity fund looks for triple trade-off. Davis, Matt // Money Marketing;4/14/2005, p20
The article informs that Fidelity Investments' forthcoming sterling bond fund will look to trade between Government, corporate and high-yield bonds in a bid to generate strong returns. The sterling bond fund can invest up to 20 per cent in high-yield bonds while the existing money-builder fund...
- Short-Term Bond Funds Flatline. Bigda, Carolyn // Money;Dec2005, Vol. 34 Issue 12, p52
The article notes that yields on short-term bond funds are up, but the U.S. Federal Reserve's interest rate hikes have hurt prices and kept a cap on returns. The best strategies are to stay invested, consider short-term muni funds, or invest in funds that own bonds that mature in a year or less....
- Balance of inflows moves from passive to active. Smith, Hannah // Fund Strategy;5/11/2009, p10
The article reports on the fund sales in Great Britain in the first quarter of 2009, according to figures released by the Investment Management Association and Lipper Inc. Sales of passive funds have declined while active vehicles have posted a recovery. Net fund flows have increased to their...
- Flexible Funds Attract Jittery Investors. Britton, Diana // Registered Rep;May2011, Vol. 35 Issue 5, p19
The article reports that financial advisors and investors have turned to mutual funds as the latter have more flexible directives that would protect their portfolios worldwide. According to research firm Lipper Inc., more investors and advisors have gone into global flexible funds during the...
- Forget filtering funds by size. Wollenberg, Yvonne Chilik // Medical Economics;11/7/2003, Vol. 80 Issue 21, p12
Presents results of a study which investigates the impact of mutual fund size on the amount of money that it will earn for its investors conducted by Lipper, a financial firm in the U.S.
- Clawback proposed on performance fee deals. Smith, James // Fund Strategy;8/23/2010, p6
The article reports that Lipper has proposed the inclusion of clawback feature on performance fee transactions to lessen charges if the manager is unsuccessful in achieving targeted returns.
- A Scary Outlook for Bond Funds. Kalwarski, Tara // Money;May2005, Vol. 34 Issue 5, p87
This article discusses the impact of rising U.S. interest rates on bond fund investment. How much risk is there in your bond funds now that interest rates are rising? Two recent studies suggest the same answer: plenty. So the shorter the maturity the better. Research from two Smith Barney...
- Don't Bail on Falling Bonds. Quinn, Jane Bryant; Ehrenfeld, Temma // Newsweek;5/10/2004, Vol. 143 Issue 19, p49
Offers a look at the possibility of a rise of interest rates in the United States as of May 2004. Rise of mortgage rates; Dilemmas faced by bondholders; Decline of corporate-bond mutual funds; Advice for investors who own bonds; Types of bond investors including safety and income investors.