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From the category archives:
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 MS PowerPoint file).
It is [...]
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As many of you will have noticed, since the site was launched we have had an occasional article called featured funds.Often a main part of our role as paraplanners is finding suitable funds to recommend to advisers as possible investments for their clients. Many of the research tools available, naturally, only provide data for funds [...]
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Interesting article in The Telegraph at the weekend which shows that clients holding savings with some banks of foreign origin may not get the full benefit of the UK protection scheme. The article is shown below and you may be surprised to see Icesave, Bank of Ireland, ING and Allied Irish Bank there. All clearly [...]
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In the course of my work I have often come across things which have made me think. It could be the way you have to deal with certain companies or it could be a change in legislation.This week I have done quite a bit of work on asset allocation within portfolios and this has made [...]
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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 Resources Fund invests primarily [...]
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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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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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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 Yale endowment model with a [...]
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I was doing some research on Structured Products and managed to find a great site which lists (what appears to be) the vast majority of structured products and sorted by those currently available and those which are now closed. The information is provided by Future Value Consultants and the link to their site is here. [...]
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