The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
Some snippets of news you may have missed over the last week
Skandia
Skandia is looking to launch a multi-manager Alternative Investment fund. The fund will include water, infrastructure, precious metals, currency, soft commodities and timber funds, amongst others. Skandia said: ‘Despite recent volatility in markets, investors are looking for something new and innovative to [...]
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We will be presenting at the IFP Conference taking place between 29 September and 1 October at the Celtic Manor Hotel in Wales. I have been a regular attendee for some years now and am looking forward to this year’s conference as it is the first to have a dedicated agenda for paraplanners.
Martin will be [...]
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The Paraplanner has been up and running for virtually 2 months now and during that time has established itself as the primary resource for all things paraplanner. We have had excellent feedback to the site along with lots of fantastic ideas and ways to improve what we do. As you can imagine it’s very difficult [...]
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Snippets from last week’s news you may have missed. With grateful thanks to Financial Adviser, Money Marketing, New Model Adviser and Professional Adviser.
Eclectica
A new fund which aims to invest in global agricultural commodities has been launched by Eclectica Asset Management. The specialist asset manager is offering its CF Eclectica Agricultural Futures fund, which [...]
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This week we review a new fund from 7IM.
Fund Legal Name: CF 7IM AAP Moderately Cautious
Manager: Seven Investment Management
Initial Charge: 4%
AMC: Class A: 1%, Class C: 0.50%
Launch Date: 27 March 2008
IMA Sector: Unclassified
Aim: CF 7IM AAP Moderately Cautious Fund aims to provide a total return, substantially by way of income though with some [...]
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At the recent Morningstar Investment conference I had the pleasure of being able to listen to Anthony Bolton’s thoughts on where he felt the stock market was going over the next 12 months and what types of stock he thought would be the ones to watch. More interestingly though he started his short presentation with [...]
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With discussions over the Retail Distribution Review (RDR) drawing to an initial conclusion, Mike Goldsmith of Wizard Learning considers what it takes to achieve Chartered status with the Personal Finance Society and also briefly assesses a couple of alternatives.
Many of you will be aware of the proposals outlined in the FSA’s RDR discussion paper and [...]
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Fund Legal Name: Multi Asset Platform: Conservative Portfolio
Manager: Frontier Capital Management LLP
Initial Charge: Up to 5%
AMC: A Share Class: 1.5% (including trail fees), C Share Class: 1.0%
TER: A Share 1.8%, C Share 1.3%
Launch Date: September 2005
IMA Sector: N/A
Offshore Fund Domiciled in the Cayman Islands.
Aim: The investment objective of the Frontier Multi Asset Platform [...]
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