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: November 2014      12/19/2014
  Non-traditional bond strategies were popular, as the prospect of rising rates continues to spur innovation. Nationwide and T. Rowe Price announced new unconstrained bond funds, and Goldman Sachs registered a multi-manager bond fund which will invest across fixed income asset classes. New registrations for stock funds continue to be dominated by international equity products. Federated and Allianz filed international equity dividend funds, and Driehaus plans a frontier emerging markets fund. AQR announced a new lineup of tax managed equity funds.
   
New Fund Filing Review: October 2014      11/25/2014
  International Equity strategies saw a global real estate registration from NeubergerBerman, a global equity income offering from Brandes and a go-anywhere international fund from Intrepid. Bond fund registrations included a strategic muni strategy from Napier Park Global, an intermediate duration corporate bond product from SEI and a high yield bond strategy from Westwood Management. Alternative funds again were popular with several different strategies being introduced. Closed-End fund activity remained steady with offerings from Cube Capital and Prophecy Asset Management.
   
New Fund Filing Review: September 2014       10/27/2014
  International Equity strategies saw several specialized offerings introduced. Bond fund registrations included a high yield offering from Oaktree Finance, and long duration total return product from DoubleLine and an Emerging Markets Debt strategy from Dreyfus. Alternative funds again were popular with several different strategies being introduced. Closed-End fund activity remained steady with offerings from Dreyfus and Princeton Fund Advisors.
   
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.