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: 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.
   
New Fund Filing Review: March 2014      4/25/2014
  International Equity strategies saw Asia ex-Japan registrations from T Rowe Price and HSBC. DWS introduced a concentrated sector strategy and Principal planned an international small-cap offering. Bond fund registrations saw Highland and Schroders file for unconstrained funds. Prudential introduced a high-yield muni offering. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations increased in March over the two previous months.
   
New Fund Filing Review: February 2014       3/25/2014
  International Equity strategies saw emerging markets registrations from AllianceBernstein, AQR, Oppenheimer, and Touchstone. Bond fund registrations saw Whitebox Advisors and Payden & Rygel file for unconstrained funds. Vantagepoint introduced a high-yield offering. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations remain slow after the brisk pace of introductions in 2013.
   
New Fund Filing Review: January 2014      2/25/2014
  International Equity strategies saw emerging markets registrations from Dreyfus, Victory Capital Management and Pzena while a developed markets offering was introduced by Aristotle Capital Management. Bond fund registrations saw Al Frank file for a multi-sector fund and Wismer Schroeder introduce a high-yield municipal fund. Alternative funds again were popular with several different strategies being introduced. Closed-End fund registrations slowed down but demand for income continues.