View more on these topics

&#39Skill&#39 analysis puts Jupiter on top for UK Isas

Jupiter has stormed to the top of the UK all-company sector in a risk-reward analysis by online independent fund monitor Isa-TopTen.

Its analysis is based on statistical research of growth, risk and consistency as it believes this shows a fund manager&#39s skill rather than luck.

The latest monthly analysis on its website shows most funds and markets are relatively stagnant.

In the UK all-company sector, Jupiter&#39s UK growth fund is the new top-rated fund while ABN Amro&#39s equity income fund still dominates the UK equity income sector.

UK corporate bond funds show a slow, steady improvement, with the top-rated Perpetual preference & bond fund being the most improved fund in the sector.

Isa-Top Ten says while Fidelity tops the European table this month, Henderson and Gartmore have dominated the European stockmarket over the last year and that the key to making money in this market is sector rotation.

It says the Japanese market remains difficult but Perpetual and Baillie Gifford have re-entered the top 10, replacing Schroders and Merrill Lynch. The top fund is from Legal & General.

Both and give a free monthly analysis which allows investors to compare their holdings with the rest of the market.

Founder and IFA Brian Dennehy says: “Past performance tables tell you nothing about the risks of a fund or how the performance was achieved.”


Marcus Robinson

It is clear that the run up to providing stakeholder pensions is already stretching the resources of IFAs and the industry as a whole. Since the FSA was established, the bureaucratic and legal demands on the industry have threatened the livelihood of many organisations which have had to introduce radical cost-cutting measures to survive. New […]

Towry is signing up with Cofunds

Towry Law has thrown its weight behind IFA-only fund supermarkets, saying it is to sign up to Cofunds next week. The company said it would not join other nationals in signing up to Fidelity&#39s Funds-Network as it felt its direct platform undermined the IFA proposition. Towry&#39s deal with Cofunds is expected to be completed next […]

Research shows public prefer commission to fee-based advice

Moving to a fee based system of financial advice will deter people on low incomes from seeing a financial adviser, according to research carried out for Intelligent Finance. The research shows 59 per cent of those who expressed an opinion would be more likely to seek advice under a commission-based system than if they had […]

New protection players are taking on ScotProv

Battle lines are being drawn in the protection market as new players make aggressive moves into the sector, challenging the current market hierarchy. Scottish Provident is the current protection market leader with a 30 per cent share. It has been advertising extensively in the press in recent months as its top spot comes under threat […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm