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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Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]
Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]