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 Filing Review: August 2014       9/24/2014
  International Equity strategies saw several specialized offerings introduced. Bond fund registrations saw high quality and high yield products from Baird and ICON, respectively. Alternative funds again were popular with several different strategies being introduced. Closed-End fund activity increased with offerings from BlackRock, NextPoint and Pioneer.
   
New Fund Filing Review: July 2014       8/25/2014
  International Equity strategies saw a smattering of international and global offerings. Bond fund registrations saw a short duration, high income product from American Beacon and a municipal real return fund introduced by DFA. Alternative funds again were popular with several different strategies being introduced. Closed-End fund activity waned with a single MLP offering from Goldman Sachs.
   
New Fund Filing Review: June 2014       7/25/2014
  International Equity strategies saw two concentrated fund registrations from T. Rowe Price and Lazard along with a developing world offering from New Sheridan Advisors LLC. Bond fund registrations saw two emerging markets debt strategies from Stone Harbor, a high yield corporate bond offering from Principal and a multi-sector bond offering from White Smith and Thomas. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations continued with another month of multiple new offerings.
   
New Fund Filing Review: May 2014       6/26/2014
  International Equity strategies saw two global asset allocation registrations from Goldman Sachs and Horizon Investments, LLC along with a Global Growth offering from Scharf Investments LLC. Bond fund registrations saw a short duration strategy from Shenkman Capital Management, a corporate bond offering from Weitz and a government bond offering from Voya. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations continued with another month of multiple new offerings, including two from Altegris.
   
New Fund Filing Review: April 2014       5/27/2014
  International Equity strategies saw a Global Equity ex-US index registration from State Street Global Advisors along with an international small cap offering from Acuitas Investments LLC. Bond fund registrations saw short duration strategies from Ashmore, Chartwell and American Century along with a high yield product from AXA Equitable. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations continued with another month of multiple new offerings.