WS PARTNERS FUND INTELLIGENCE
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The developments. The context. The detail that matters.
Published 19 October 2026 Updated 20 October 2026 Fund news Published by WS Partners
Issue of 19 October 2026
Research Affiliates relaunches as Syzygy Asset Management with active management focus
Research Affiliates has relaunched as Syzygy Asset Management, pairing a new website with a focused set of active investment strategies.
Read the briefH2O AM launches Irish-domiciled Generative Global Fixed Income with 10% VaR cap
H2O AM has launched Generative Global Fixed Income, a new Irish-domiciled fixed income and currency fund for investors with a moderate risk profile.
Read the briefGoldenTree raises fifth distressed debt fund with evergreen feature and Q4 first close target
GoldenTree is raising its fifth distressed debt fund and targeting a first close in the fourth quarter.
Read the briefSifter Fund sells last Novo Nordisk stake and adds Steris and Honeywell Aerospace in Q3 2026
Sifter Fund reshaped several positions in Q3 2026, including two new holdings, and reported a 2.0% return for its PB class as of 30 September 2026.
Read the briefFurther developments
Helvetica Life Anlagestiftung reopens its Nachhaltiges Suburbanes Wohnen Schweiz investment group for subscriptions
Helvetica Life Anlagestiftung is reopening the “Nachhaltiges Suburbanes Wohnen Schweiz” investment group for subscriptions, with the offer scheduled to close in December.
Read the briefAlegra renames High Grade ABS fund to Investment Grade CLO fund
Alegra Capital has renamed the fund and kept its investment strategy unchanged, while changing its dealing terms from 15 October 2026.
Read the briefJupiter reaches record £75.9bn in assets under management on £1bn retail inflows
Jupiter reached a record £75.9bn in assets under management, with inflows helping to lift the total.
Read the briefColchester Local Markets Bond Fund I shares return 3.19% gross of fees, beating benchmark by 0.66%
Colchester Local Markets Bond Fund beat its benchmark in the third quarter, with currency selection doing more than bond selection.
Read the briefBlackRock reports record $15.49 trillion in assets under management and $205 billion of quarterly net inflows
BlackRock reported record assets under management for the quarter, alongside net inflows.
Read the briefAlegra ABS Two (Euro) Fund posts -0.85% in September, -13.39% year to date
Alegra Capital reported September 2026 performance for the Alegra ABS Two (Euro) Fund, with the year-to-date figure also negative.
Read the briefR-co Conviction Equity Value Euro I EUR reports 6.10% YTD return as of 30 September 2026
Rothschild & Co Asset Management reported R-co Conviction Equity Value Euro I EUR's year-to-date performance at the end of September 2026, alongside longer-term gains.
Read the briefColchester Global Green Bond Fund’s USD Unhedged Accumulation Class – I Shares returns -3.07% gross of fees and beats benchmark by 1.88 points
Colchester Global Green Bond Fund's USD Unhedged Accumulation Class – I Shares fell 3.07% gross of fees in the third quarter of 2026, with bond and currency selection both adding to relative returns.
Read the briefAlegra ABS I (Euro) Fund posts -0.54% in September 2026
Alegra Capital reported a monthly loss for the Alegra ABS I (Euro) Fund, with year-to-date performance still negative at the end of September 2026.
Read the briefR-co Target 2030 IG share classes fell in September 2026
Rothschild & Co Asset Management’s R-co Target 2030 IG share classes ended 30 September 2026 with monthly losses, and the IC share class had the smaller year-to-date decline.
Read the briefHeadlines
DeA Capital Real Estate, Invesco Real Estate and Banque des Territoires expanded their student housing platform with two new Île-de-France developments, increasing the portfolio to over 2,000 beds. IPE International Publishers Limited
BlackRock is buying US Treasuries across all maturities to lock in income. Capital Management France
A 40u40 selector has left Warburg to take an AI-focused role. Citywire
Ex-Pictet chief selector has joined a global asset manager. Citywire
Hg registered its first Orion-branded funds in the UK and Guernsey for a dedicated GP-led secondaries strategy, reportedly nearing a €1B first close. Dakota Private Markets
Collective Global is targeting $1B, with a $1.2B hard cap, for its second GP-stakes fund, supported by a $150M anchor commitment from Orange County Employees Retirement System. Dakota Private Markets
Aphias Capital closed its debut fund at just over $1.05B, exceeding its $900M target, to invest in North American healthcare and essential services businesses. Dakota Private Markets
Partners Group launched an open-ended evergreen private credit strategy for institutional and private wealth investors, targeting high single-digit to low double-digit returns. Dakota Private Markets
Global X launched an ETF focused on responsible gold mining. Investment Week
Veritas Asian Fund: Titan Square Mile removed the fund's A rating following challenging performance. Investment Week
Mapletree targets a total investment value of US$2.1 billion for its Emerging Asia logistics development strategy and has secured US$500 million in commitments for the first close. IPE International Publishers Limited
LS Power closed its sixth power infrastructure fund at $6B, exceeding its $4B target and more than doubling the previous fund's $2.7B close in 2024. Dakota Private Markets
Forbion raised €2.3B across Growth Opportunities Fund IV and Ventures Fund VIII, its largest fundraising to date. Dakota Private Markets
Spectrum Equity closed Fund XI at $2.5 billion in an oversubscribed first close. Dakota Private Markets
Meridiam closed a roughly $4.5 billion North America Core Fund continuation vehicle. Dakota Private Markets
GTCR raised $14.2B for its Fund XV, exceeding its $13.5B target and surpassing the previous fund's $11.5B close in 2023. Dakota Private Markets
Investors are piling into ARK's $1.3 billion Venture Fund. Citywire
Marsh will take over ABN Amro IS's fund selection business. Citywire
iShares is chasing JP Morgan's lead in European active ETFs as assets surge. Investment Week
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