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.
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New Fund Filings Review: December 2018 |
1/30/2019 |
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Russell plans two real asset funds. Wells Fargo registered a global bond fund. Legg Mason, Loomis Sayles, and Principal all filed interval funds. |
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New Fund Filings Review: November 2018 |
12/26/2018 |
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Gotham Asset Management registered a large cap ESG fund. Lord Abbett filed three focused funds. Arca Investment Management registered an interval fund. |
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New Fund Filings Review: October 2018 |
11/29/2018 |
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Small cap equity strategies were popular in October. Fuller & Thaler, Kennedy Capital, and Mondrian filed domestic small cap funds. Baillie Gifford and Polen Capital registered international small cap funds. Westwood Management and CICC Wealth Management plan multi-asset income funds. PIMCO and Silverpeak Credit Partners filed closed-end funds. Axonic Capital registered an interval fund. |
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New Fund Filings Review: September 2018 |
10/30/2018 |
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Lord Abbett and BlackRock registered interval funds. FS Investments filed several alternative funds, including an event driven strategy and a long/short fund.T. Rowe Price plans an unconstrained bond fund. |
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New Fund Filings Review: August 2018 |
9/28/2018 |
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UBS and Federated registered socially conscious equity funds. TIAA and Allianz Global Investors filed green bond funds. Swan Capital Management and J.P. Morgan both registered funds employing an option hedge strategy. 1WS Capital Advisors filed an interval fund. |
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