ETF inclusion in IA sectors set for April 2021 as Global Bonds sectors splits

Follows indefinite delay from Q1 2020

James Baxter-Derrington
clock • 2 min read

Exchange-trade funds are set to enter the Investment Association's (IA) sectors from 19 April 2021, the same date the IA Global Bonds sector will be split into 14 new segments.

The inclusion of ETFs was originally due to occur in Q1 2020. However, back in February, it was revealed the IA had delayed it indefinitely, following concerns that the influx of ETFs may alter the profile of a number of sectors significantly. Once this transition is completed, the IA sectors will contain more than 4,000 funds split across 52 individual sectors, although only physically replicated ETFs are eligible for inclusion in its sectors. ETFs in 2020: The year passive products made waves and broke record after record Had the IA Global Bonds sector remain unchanged, the inclu...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Assets in the fund became "too few to keep the fund alive" following investors pulling their capital, however, the fund is still offered in separate accounts and LPs.

William Blair IM pulls UCITS China offering following 'key investor' withdrawals

'Assets too few to keep the fund alive'

clock 05 January 2024 • 1 min read
Of the firm's 124 equity categories, 19 returned a net negative performance in 2023, with the bottom ten dominated by Asia exposures.

Asian funds endure poor performance in 2023 as local currency bonds thrive

European fund performance review

Elliot Gulliver-Needham
clock 05 January 2024 • 2 min read
Royal London Short Money Market first took the top spot in October 2023, where it remains, while the £22.7bn Terry Smith fund has since been further overtaken by L&G Global Technology Index and Vanguard LifeStrategy 80% Equity.

Fundsmith Equity slips further down ii most bought list

Falls to fourth place

Elliot Gulliver-Needham
clock 04 January 2024 • 2 min read
Trustpilot