New Fund Filings

Analysis of funds recently registered and key themes in product development. To monitor new funds and other fund changes on a daily basis go to our sister site SimfundFiling.com.

Clients can select from the latest Highlights of New Fund Filings below or from the list of all Highlights of New Funds.


New Fund Filings Review: February 2018      3/27/2018
  Eaton Vance filed an emerging market debt fund, and Oberweiss plans an emerging market equity fund. Baillie Gifford registered a multi-asset fund with a flexible asset allocation mandate. American Beacon and Flat Rock Global filed interval funds.
   
New Fund Filings Review: January 2018      2/28/2018
  Several managers registered alternative strategies in January. Abbey Capital plans a managed futures fund. Balter filed a merger arbitrage fund. W.E. Donoghue & Co. and James Alpha Advisors filed tactical asset allocation funds. Alger plans a focused equity fund. J.P. Morgan Private Investments filed two equity and two bond portfolios, branded as the 23Wall funds, will be available exclusively for investors participating in advisory programs managed by J.P Morgan. Fidelity plans an ESG bond index fund.
   
New Fund Filings Review: December 2017      1/29/2018
  Thrivent, Goldman Sachs, and NorthPointe Capital all filed small cap equity funds, and Virtus plans a small/mid cap fund. Bessemer Trust and Highmore Group both registered socially conscious all cap funds. Neuberger Berman plans a factor-based multi-asset fund. First Trust, ProShares, and Direxion all filed Bitcoin ETFs.
   
New Fund Filings Review: November 2017      12/27/2017
  Vanguard registered a multi-factor equity mutual fund. The firm also filed a series of actively managed, factor-based U.S. equity ETFs. PPM America, a subsidiary of the U.K.-based firm Prudential plc, filed a series of equity and bond funds. PIMCO, Destra Capital Advisors, and Medley LLC all registered interval funds.
   
New Fund Filings Review: October 2017      11/30/2017
  Several managers registered alternative funds in October. Gotham Asset Management filed a long/short equity fund, and Consulting Group announced a multi-alternative product. Hedge fund manager Magnetar plans three alternative mutual funds, including two event-driven strategies and a multi-alternative fund. Saratoga Capital Management plans a target risk series. RBC filed a socially conscious bond fund. MassMutual and Invesco plan new target date series. Reinhart Partners and Brandes both filed funds which will be structured as NextShares exchange-traded managed funds.