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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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]