Insights by Tag:

Mutual fund

Products
Edelweiss floats hybrid long-strategy with tax efficient returns

06 Oct 2025

Edelweiss floats hybrid long-strategy with tax efficient returns

The new fund can adapt across market cycles to generate stable, income-oriented and tax-efficient returns.

Products
Product wrap: BPM cashes in on SDGP in Italy, SG tracks Carmignac fund in France

03 Oct 2025

Product wrap: BPM cashes in on SDGP in Italy, SG tracks Carmignac fund in France

In this week’s wrap we look at a selection of structured products with strike dates between 28 September and 4 October 2025.

Products
Product wrap: KBC fund aims at responsible investing, MS offers fixed income in UK

17 Apr 2025

Product wrap: KBC fund aims at responsible investing, MS offers fixed income in UK

In this week’s wrap we look at a selection of structured products with strike dates between 13-19 April 2025.

Products
Update - Annuities: actively managed mutual fund debuts in Rila

09 Apr 2025

Update - Annuities: actively managed mutual fund debuts in Rila

Nationwide has brought an actively managed mutual fund managed by Capital Group to its registered index linked annuity (Rila), in a first for the market.

Products
Product wrap: CA partners with BBVA on prop trend index, Barclays offers fund strategy

21 Mar 2025

Product wrap: CA partners with BBVA on prop trend index, Barclays offers fund strategy

In this week’s wrap we look at a selection of structured products with strike dates between 16-22 March 2025.

Analysis
Analysis: structured products linked to mutual funds

20 Nov 2024

Analysis: structured products linked to mutual funds

Most equity structured products are linked to indices, often well-known benchmarks such as the S&P 500, Eurostoxx 50 or FTSE 100.

Products
Product wrap: ZKB offers 32-year maturity on EdR fund, Kepler, Goldman track swap rates

04 Oct 2024

Product wrap: ZKB offers 32-year maturity on EdR fund, Kepler, Goldman track swap rates

In this week’s wrap we look at a selection of structured products with strike dates between 29 September and 5 October 2024.

Regulation
India regulator proposes new high-risk asset class

18 Jul 2024

India regulator proposes new high-risk asset class

The proposal says long-short equity funds and inverse ETFs may be permitted to be offered as investment strategies under the new product category.

Products
Product wrap: Unicredit tracks Bloomberg copper, Santander offers digital on FTSE

21 Jul 2023

Product wrap: Unicredit tracks Bloomberg copper, Santander offers digital on FTSE

In this week’s wrap we look at a selection of structured products with strike dates between 16-22 July 2023.

Market Reviews
South Africa Market Review, Q1 2023: issuances halves YoY, alternative investment platform launched

12 Jun 2023

South Africa Market Review, Q1 2023: issuances halves YoY, alternative investment platform launched

Some 28 structured products worth an estimated ZAR452m ($22.8m) were added to the SRP South Africa database in the first quarter of 2023.

Events
SRP Europe 2023: AMCs are a no brainer – you can invest in ‘jumping horses’

21 Mar 2023

SRP Europe 2023: AMCs are a no brainer – you can invest in ‘jumping horses’

A panel of market participants discussed why AMCs have become many investors’ product of choice.

Products
Product wrap: SG tracks in-house ESG fund with deep barrier

18 Nov 2022

Product wrap: SG tracks in-house ESG fund with deep barrier

In this week’s wrap, we look at a selection of structured products with strike dates between 13-19 November 2022.