UCITS

EQS-News: CBOE's Weekly Market Recap: Sept. 12-16

Retrieved on: 
Friday, September 23, 2022

Price declines seen in the equities market have been mimicked in trends on the cryptocurrency scene.

Key Points: 
  • Price declines seen in the equities market have been mimicked in trends on the cryptocurrency scene.
  • The SPDR S&P 500 ETF (NYSEARCA: SPY) decreased by 5.17% last week, the ETFs third-largest weekly price descent in 2022.
  • Popular growth investors Willaim ONeil and Mark Minervini have long championed bear markets for their abilities to introduce new market leaders.
  • A number of companies report earnings next week, including:
    Click here for more weekly insights by Cboe.

First Eagle Expands Offering of US Small Cap Strategy to Non-US Investors

Retrieved on: 
Wednesday, September 21, 2022

First Eagle Investments (First Eagle) today announced it has expanded its portfolio offerings to non-US investors through the launch of its US Small Cap strategy within First Eagles Irish UCITS platform.

Key Points: 
  • First Eagle Investments (First Eagle) today announced it has expanded its portfolio offerings to non-US investors through the launch of its US Small Cap strategy within First Eagles Irish UCITS platform.
  • The sub-fund, which was seeded by First Eagle in February 2022, pursues an opportunistic small cap value strategy.
  • Subsequently, the Small Cap team added Trader/Analyst Mark Salamone and Analyst Connor Sheehy in October 2021 and July 2022, respectively.
  • Small cap stocks represent a particularly volatile and inefficiently priced segment of the US equity market, said Hench.

UCITS fund launched by Turtle Creek Asset Management

Retrieved on: 
Wednesday, September 21, 2022

LONDON, Sept. 21, 2022 (GLOBE NEWSWIRE) -- Turtle Creek Asset Management Inc. (Turtle Creek), a Canadian independent investment management firm with a 24-year history, is pleased to announce the launch of its first UCITS fund.

Key Points: 
  • LONDON, Sept. 21, 2022 (GLOBE NEWSWIRE) -- Turtle Creek Asset Management Inc. (Turtle Creek), a Canadian independent investment management firm with a 24-year history, is pleased to announce the launch of its first UCITS fund.
  • Prior to Turtle Creek, they founded and ran the private equity investment subsidiary of The Bank of Nova Scotia.
  • Andrew Brenton, Turtle Creeks CEO said: At Turtle Creek we offer a different kind of value investing.
  • Turtle Creek Asset Management Inc. was founded in 1998 by Andrew Brenton, Jeffrey Cole and Jeffrey Hebel.

Dodge & Cox Funds Appoints New Independent Trustee

Retrieved on: 
Thursday, September 15, 2022

SAN FRANCISCO, Sept. 15, 2022 /PRNewswire/ --Dodge & Cox announced today the appointment of Luis Borgen as a new Independent Trustee to the Dodge & Cox Funds Board of Trustees.

Key Points: 
  • SAN FRANCISCO, Sept. 15, 2022 /PRNewswire/ --Dodge & Cox announced today the appointment of Luis Borgen as a new Independent Trustee to the Dodge & Cox Funds Board of Trustees.
  • The Dodge & Cox Funds Board of Trustees oversees all seven Funds in the Dodge & Cox Funds complex: the Dodge & Cox Stock Fund, Dodge & Cox Global Stock Fund, Dodge & Cox International Stock Fund, Dodge & Cox Emerging Markets Stock Fund, Dodge & Cox Balanced Fund, Dodge & Cox Income Fund, and Dodge & Cox Global Bond Fund.
  • Gary Roughead, Lead Independent Trustee of the Dodge & Cox Funds, commented on the appointment of Mr. Borgen, "We are pleased to welcome Luis Borgen to the Board of the Dodge & Cox Funds, and we look forward to benefitting from his deep experience and counsel on behalf of the Funds and their shareholders."
  • Dodge & Cox Funds are distributed by Foreside Fund Services, LLC, which is not affiliated with Dodge and Cox.

DGAP-News: JPMorgan ETFs (Ireland) ICAV: Fund Change

Retrieved on: 
Thursday, September 15, 2022

As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.

Key Points: 
  • As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.
  • Furthermore, the Sub-Fund will be re-named "JPMorgan ETFs (Ireland) ICAV - Carbon Transition Global Equity (CTB) UCITS ETF" to reflect that the Sub-Fund's Index is designated a Climate Transition Benchmark.
  • There is no material change to how the Sub-Fund is managed or its risk profile as a result of these changes.
  • To view the full document including the options available to Shareholders, please paste the following URL into the address bar of your browser.

JPMorgan ETFs (Ireland) ICAV: Fund Change

Retrieved on: 
Thursday, September 15, 2022

As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.

Key Points: 
  • As part of this update, it will be clarified that the Sub-Fund will invest at least 80% of its assets in Sustainable Investments as defined under SFDR.
  • Furthermore, the Sub-Fund will be re-named "JPMorgan ETFs (Ireland) ICAV - Carbon Transition Global Equity (CTB) UCITS ETF" to reflect that the Sub-Fund's Index is designated a Climate Transition Benchmark.
  • There is no material change to how the Sub-Fund is managed or its risk profile as a result of these changes.
  • To view the full document including the options available to Shareholders, please paste the following URL into the address bar of your browser.

DGAP-News: CBOE's Weekly Market Recap: September 5 to September 9

Retrieved on: 
Tuesday, September 13, 2022

Price ascensions seen in the equities market have been mimicked in trends on the cryptocurrency scene.

Key Points: 
  • Price ascensions seen in the equities market have been mimicked in trends on the cryptocurrency scene.
  • Both Bitcoin and Ethereum experienced price ascensions greater than 5% last week, leading investors to wonder whether the bottom has finally been reached.
  • Its generally accepted that these figures will dictate the trajectory of the market and show signs of where the economy is heading.
  • A number of companies report earnings next week, including:
    Click here for more weekly insights by Cboe.

First Trust Global Portfolios Management Limited Announces Distributions for certain sub-funds of First Trust Global Funds plc

Retrieved on: 
Thursday, September 8, 2022

FTA acts as adviser to a range of Irish domiciled UCITS funds under the First Trust Global Funds plc umbrella.

Key Points: 
  • FTA acts as adviser to a range of Irish domiciled UCITS funds under the First Trust Global Funds plc umbrella.
  • The Funds' distributors are FTGPM and First Trust Global Portfolios Limited ("FT UK"), an affiliate of FTA.
  • FTGPM is the management company of First Trust Global Funds plc umbrella.
  • The hostilities and sanctions resulting from those hostilities could have a significant impact on certain fund investments as well as fund performance.

DGAP-News: CBOE's Weekly Market Recap: August 29 to September 2

Retrieved on: 
Thursday, September 8, 2022

On Aug. 30, for example, the Labor Department reported 4.2 million quits compared to the 4.3 million forecasts.

Key Points: 
  • On Aug. 30, for example, the Labor Department reported 4.2 million quits compared to the 4.3 million forecasts.
  • Jobless claims came in at 232,000, compared to the 245,000 median forecasts, and the ISM Manufacturing Index rose to 52.8% compared to the 51.8% estimate.
  • The Invesco QQQ Trust Series 1 (NASDAQ: QQQ) decreased by 3.99% last week, recording its third consecutive week of decline.
  • A number of companies report earnings next week, including:
    Smith & Wesson Brands (NASDAQ: SWBI) EPS estimate: $0.21
    Click here for more weekly insights by Cboe.

DGAP-News: CBOE's Weekly Market Recap: August 22 to August 26

Retrieved on: 
Wednesday, September 7, 2022

Since Federal Reserve Chairman Jerome Powells speech on Friday, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has fallen more than 5%.

Key Points: 
  • Since Federal Reserve Chairman Jerome Powells speech on Friday, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has fallen more than 5%.
  • Providing a hint of optimism in last weeks market movements is Snowflake Inc. (NYSE: SNOW).
  • The SPDR S&P 500 ETF decreased by 3.99% last week, the ETFs largest weekly decline since mid-June.
  • In a market that has declined rapidly since Snowflakes reported earnings, the ticker remains one of the few tech-based projects experiencing upward momentum.