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86% look first to past performance

Eighty-six per cent of investors consider past performance as the most important factor when selecting an investment, says a Mori poll for Framlington.

The FSA believes past performance provides little bearing on future returns and is reviewing the use of retrospective data, with a view to limiting or banning its use in investment ads.

Investors also cited the reputation of the investment house and the individual fund manager as well as low charges as other important factors when choosing a fund.

Newspapers are investors&#39 top source of information when selecting Isas, stocks and shares, Peps and unit trusts. But IFAs were more popular than tied agents, banks, building societies and the internet.

IFAs were the most important source of information for investors buying investment trusts, with 32 per cent of investors saying they went to an IFA and 22 per cent turning to the media.


Saving for an election day

A general election is looming. Some bookmakers have stopped taking bets on a May election and the Conservatives are staking out personal finance as a battleground. Shadow Chancellor Michael Portillo says a Conservative Government would cut the tax on interest earned on savings unless savers have an income above £32,000. Above that threshold, the current […]

Standard keeps customers updated

Standard Life is sending all its clients the first issue of a new bi-annual Update magazine. The company decided to produce the magazine after market research carried out following last year&#39s campaign to remain a mutual company Key findings of the research were that customers wanted to be better informed about what Standard Life does, […]

Scot Life&#39s guide to pension rules

Scottish Life is issuing a guide to help IFAs generate business leads on the back of the changes to carry-forward and carryback rules for pensions. The company is promoting its Guide to Carryback and Carryforward to consumers in the run-up to the changes on April 6. The changes mean people will no longer be able […]


Since the introduction of the Financial Services Act, the professionalism of IFAs has improved markedly. It is to their credit that IFAs have met and in many cases exceeded the regulatory requirements for academic achievement and CPD. However, these demands continue to escalate and change shape using up valuable time that should be spent with […]

State of the markets: UK equity income

Artemis Income Fund manager Nick Shenton discusses the state of the UK equity income market with journalist Alexis Xydias. With the first three months of 2015 showing strong returns for both the Artemis Income Fund and UK markets generally, Nick Shenton discusses the fund’s top contributors – including overseas holdings Novartis and Bayer – and […]


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