James Foster, manager of the Artemis Monthly Distribution Fund, discusses the delicate balance between too much yield (and attendant risk) and too little.
Martha and Jonathan are a married couple both aged 64. They have two daughters. Judy is aged 35, married and has two young children. Her sister, Sarah, is single with a 10-year-old son. Martha and Jonathan are still working, their home is unencumbered and they have prudently saved for many years. Although they have never […]
Cofunds has claimed the cost of upgrading its platform technology “won’t be anywhere near” the expenses incurred by rival platforms, as it posts a pre-tax profit of £73,000. Aegon agreed to acquire Cofunds last month in a deal worth £140m. Cofunds head of corporate communications Stephen Wynne-Jones says plans to develop the platform are awaiting […]
Advisers have been warned to brace themselves for a spike in complaints related to tax avoidance, suspended property funds and Sipp fraud as the compensation culture among investors continues to take hold. HM Revenue & Customs has embarked on a crackdown on film partnership investments and the FCA has recently issued warnings about dealing with […]
In the five years since we launched the Artemis Global Income Fund, its manager Jacob de Tusch-Lec has built a distinctive portfolio that is first among its peers. Here he explains why his “quality, cyclical and value yield” stocks, and flexible approach, leave the fund better placed to benefit from uncertainty than funds that depend […]
Picking stocks with strong balance sheets has helped Mark Page find growth – and avoid carmakers – for the Artemis European Opportunities Fund.
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]