From the category archives:

Featured Fund

Fund Legal Name:  Newton Phoenix Multi-Asset FundManager:  Phil Collins, BNY Mellon Asset Management Initial Charge:  4.00% AMC:  1.50% Launch Date:  11 April 2003 IMA Sector:  Cautious Managed Performance YTD:  -4.72% Annualised Standard Deviation:  6.34% Annualised Sharpe Ratio:  0.09 Aim:  The fund aims to achieve long-term capital growth in excess of benchmark cash returns from a […]


UK Equity Income Funds

by Richard Allum on 12 August 2008

One of our contributors was asked to prepare a short presentation to compare and contrast two funds from the same IMA sector and chose: Invesco Perpetual High Income; and Jupiter Income Trust funds both of which are in the IMA UK Equity Income sector. You can download the presentation by clicking here (this is a […]


JP Morgan Natural Resources Fund

by Richard Allum on 13 July 2008

One of the most popular sectors in recent years has been commodities and this fund from JPM has been used by many paraplanners and advisers, Fund Legal Name: JPM Natural Resources Fund       Manager: JP Morgan Asset Management Initial Charge: 4.25% AMC: 1.5% Launch Date: 01 June 1965 IMA Sector: UT Specialist Aim: The JPM Natural […]

{ 1 comment }

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 […]


Frontier Conservative Fund

by Richard Allum on 1 June 2008

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 […]


HSBC Open Global Return Fund

by Martin Vaughan on 12 May 2008

Manager: HSBC Investments Initial Charge: 4% AMC: 1.25% TER: 2.49% Launch Date: 30 November 2006 IMA Sector: Balanced Managed Aim: The HSBC Open Global Return Fund aims to provide a high level of income by investing in a broad range of asset classes across global markets. The fund employs strategic asset allocation based on the […]


ARCH cru Investment Portfolio

by admin on 15 April 2008

Fund Legal Name: CF Arch cru Investment Portfolio Manager: Arch Financial Products Initial Charge: 6% AMC: 1.3% Launch Date: 07 May 2005 IMA Sector: Cautious Managed Aim: CF Arch Cru Investment Portfolio is a multi-asset open-ended investment company that targets consistent returns with a significant focus on risk management. The Fund invests in both public […]