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Fundsmith Equity, which has been the largest investment fund in the UK for more than five years, has finally been overtaken ...

Square Mile has reintroduced the Jupiter UK Dynamic Equity fund into the Academy of Funds with an 'A' rating, following its ...

Immediate annuities also mitigate sequence-of-returns risk, reducing the chance of depleting a portfolio because of market ...

Pacific Investment Management Co. is seeking to grow assets in a multi-asset mutual fund by 25% to $2 billion this year, ...

Performance for Guardian Canadian Focused Equity Fund, Series A for the period ended December 31, 2024, is as follows: 1-year, 36.71%; 3-years, 17.42%; 5-years, 13.42%; and since inception, 11.31% ...

If you want to retire before age 70 and don’t have an alternative income source, you might not want to delay your Social ...

Also, according to Bloomberg data analyzing the total return of U.S. mutual funds that are labeled “investment-grade” ( PFIG) ...

Multi-asset allocation funds are investment vehicles or asset classes that diversify across various different asset classes. They invest in asset classes like equities, fixed income, commodities and ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

David Giroux has beaten his Morningstar peer group for the last 17 years. Here's how he's planning to keep the streak in 2025 ...