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

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

New Fund Filing Review: August 2017      9/29/2017
  Some highlights from new funds filed in August: Columbia Threadneedle registered a series of target date funds. J O Hambro Capital Management filed an international multi-asset income fund. Westchester Capital Management plans an even driven alternative bond fund. Franklin Templeton filed a series of single country international equity ETFs.
New Fund Filing Review: July 2017       8/25/2017
  Baillie Gifford registered three international equity funds, including a socially conscious strategy. Vanguard plans two global allocation funds. Dreyfus filed a global macro fund and Prudential filed a long/short equity fund. DFA and Fidelity registered municipal bond funds. Calvert filed a short term bond fund
New Fund Filing Review: June 2017      7/27/2017
  T. Rowe Price filed a multi-alternative fund. Crawford Investment Counsel plans a multi-asset income fund. ? Manning & Napier registered four life cycle funds, which will be offered for sale as underlying funds to the firm’s target date funds. Pacific Financial Group plans a series of unaffiliated funds-of-funds that will focus on risk management. Nuveen filed a target term closed-end bond fund
New Fund Filing Review: May 2017       6/29/2017
  Several managers registered new alternative strategies. Putnam, Gotham Asset Management, AlphaCore Capital, and Counterpoint all filed funds which use various long/short styles. Putnam and Campbell & Company also plan managed futures funds. Brown Advisory, T. Rowe Price, and Fidelity all filed international bond funds. The Brown Advisory product is also a socially conscious fund. Wells Fargo filed seven new passive funds, including four fundamental index products. Invesco filed a target term closed-end bond fund.
New Fund Filing Review: April 2017       5/31/2017
  BlackRock registered two emerging markets bond funds, including a local currency product. Allianz Global Investors and Rational Advisors both plan funds that will primarily invest in commercial mortgage-backed securities. U.K. and South Africa based manager Investec plans its first U.S. domiciled mutual fund, which will be a global equity fund. Tortoise Capital Advisors filed a multi-asset closed-end fund.