7 December 2005
Matt Davis reports that fund companies are finding bargains in the US
Assetz For InvestorsAssetz Property Sipp
I promised last week, with some regret, that I would almost certainly be returning to the Pensions Commission report in this column for a third time in a row.
Barclays Global InvestorsiShares FTSE/Epra European Property Index Fund
Barclays Capital is aiming for- ing fund of fund managers with four structured products that provide exposure to the commodities and Japanese equity markets.
Group suspends share trading and believes tribunal will lead to a hearing in the new year
Barclays Global Investors has launched 14 new exchange traded funds on the London Stock Exchange including the iShares FTSE/Epra European Property Index fund.
Economic conditions will put pressure on them next year but bonds still offer value if you tread carefully
Is it fair for a life office's direct sales to undercut an IFA quote by half?
Britannia InternationalOptimum Growth Bond 12
Welsh IFA firm Buckles Investment Services has added the Snowdonia property fund to its Oeic fund of funds range.
IFA firm Buckles Investment Services has expanded its fund of fund range with the introduction of the Snowdonia property fund.
Chelsea Building SocietyFive YEar FIxed Rate With Cashback
Close Venture Management is aiming to raise up to 35m through a C share offer for the Close Technology & General venture cpaital trust.
Close Venture ManagementClose Technology & General VCT C shares
This week by freelance finance journalist Stephen Spurdon.
Coventry Building Society5.25% Flexx Capped Rate Mortgage
One of my favourite fund managers is Nigel Thomas of Framlington. When he was with ABN Amro, the funds he managed were nearly always at the top of the performance tables. He is still performing very well even though he has occasional years of underperformance.
Treating customers fairly has become one of the main drivers of change in our industry during the last 12 months for all the right reasons. There is considerable variation in what different parts of the community see as the behaviour to treat customers appropriately.
Fidelity FundsNetworkFundsNetwork Sipp
Fidelity FundsNetwork has teamed up with Standard Life to establish the FundsNetwork self-invested personal pension.
First State Investments has announced it will be raising up to 25m through an ordinary share issue to top up the First State Aim venture capital trust in December.
First State InvestmentsAim VCT
Hedge fund of fund specialist Fortune Asset Management is set to make its debut in the onshore long-only multi-manager market in January.
Scare stories surrounding the Pensions Commission proposals are disappointing.
Pink Home LoansBM Solutions Two Year Tracker
Investec Asset ManagementCapital Accumulator Trust
You can tell we are approaching the end of the year by the number of forecasts in the financial press from pundits trying to peer into the murky months ahead.
JO Hambro Capital Management has established the JOHCM UK opportunities fund for former Newton manager John Wood.
Kensington MortgagesNear Prime One Year Fixed Rate
Legal & General has established the Portfolio Bond, a unit-linked bond which provides access to 208 fund links from 43 management groups including Legal & General, New Star, Jupiter and Schroders.
Leeds Building SocietySelf Cert Two Year Fixed Rate
Legal & GeneralPortfolio Bond
Legal & GeneralProtected Capital & Growth Plan 7
Andrea Tryphonides assesses the future for pension advice
Marlborough Fund Managers has established the Marlborough ethical fund, an Oeic that aims for growth by investing in a global portfolio of ethically screened companies.
Turner has come up with nothing original and more time has been wasted
Merrill Lynch Investment Management has established an investment trust that invests mainly in a global portfolio of mining and energy stocks.
As we busy ourselves with closing business before the year ends, it is impossible not to think about next year and what it will bring for the mortgage industry.
In New York last week the temperature was 70oC and people were walking around in shirtsleeves. New Yorkers cannot understand what is happening to their climate.
Nationwide Building Society10 Year Fixed Rate With Reservation Fee
NDF AdministrationNDF Income Plan November 05
Newton Investment ManagementNewton Global Higher Income Fund
Pink Home LoansFreedom Lending On Track Heavy Self Cert
Pink Home LoansFreedom Lending On Track Light Full Status
Managing director Robin Geffen set Neptune Investment Management in orbit in the fund firm universe just three years ago and the company is turning in stellar performance, with Geffen himself running a Russian fund which is benefiting from a consumer boom. Interview by James Phillipps.
More people than ever before will be reviewing their protection in April 2006.
Pension reform will have little impact unless the public is educated in retirement fundamentals
David Cole, marketing director of online research company CCB sets out the results of a mortgage survey which graphically illustrates how lenders are failing to hold on to FTBs by not offering new deals to existing borrowers
The minister of state for pension reform Stephen Timms has called for suggested alternatives to the Turner Commission's recommendation for a National Pensions Savings Scheme.
Waiting for Turner seemed to characterise much of the financial services public policy agenda during 2005.
Network looking for further 20m after injections by Friends and HBOs
It may be best to outsource portfolio management to a multi-manager where an IFA does not have investment expertise
How many times have you gone to a function where one of the attendees is dreaded by the remainder? Yet when they arrive you could not tell that their presence was unwelcome.
The Turner report depicts a bleak pension landscape unless measures are taken to raise the retirement age and reform the state pension but Hargreaves Lansdown head of pensions research Tom McPhail argues that some of the Pensions Commission's ideas are incompletely envisaged and predicts that the Government will brush aside many of his proposals
NDF Administration has introduced the NDF income plan, a capital-protected bond linked to the performance of the Dow Jones Eurostoxx 50 index.
Attempts at tax avoidance are likely to bring in the Revenue all guns blazing.
Wise InvestmentCF Wise Income