Britannia Asset Management has announced record sales of retail funds for the first half of 1999, with IFA sales climbing 89 per cent to £87.6m from £46.3m. New sales of investment funds have increased 66 per cent to £151.8m from £91.8m.
Premier Fund Managers is launching a Euro Protector Fund as a sub-fund of its Dublin based Oeic.The Euro Protector aims to achieve long term capital growth with the re-assurance of a protected downside.The fund like its Oeic sub-fund counterparts, the UK Equity and Global Equity Protector funds offers a quarterly minimum return of 97 per […]
Aberdeen Unit Trusts says the Pep industry with £80bn worth of assets is very much alive and has warned investors not to neglect their investments.Aberdeen wants investors to consider transfers.UK marketing director Richard Wilson says: “Just as investors will manage their Isa portfolio, they must also keep an eye on their Pep portfolios and ensure […]
United Assurance is linking up with Unum to offer its customers individual income protection.The partnership will see United's direct sales force selling Unum's Essential Ability Cover to its clients.Unum will handle the products underwriting, customer service and claims management.Unum managing director Lawrence Churchill says: "This product has proved to be a huge success for Unum […]
Pensions guru Tony Reardon is transferring from Allied Dunbar to Zurich IFA, the IFA marketing arm of Zurich Financial Services.Reardon says: "My new role involves marketing to a wide range of IFAs, from small one-man bands to large employee-benefits consultants, both in the UK and overseas."The IFA market is a change of focus. I've been […]
AlphaSimplex Group believes that the most robust investment products are those that adapt to changing market conditions. Alex Healey, portfolio manager of the ASG Managed Futures Fund, talks about how holding “long” and “short” positions in alternative investments, to match market trends, can create opportunities in both up and down markets.
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Simplybiz says adding another partner will gives its members more choice and spread the workload among providers
Investors are shunning US equities as turmoil within President Trump’s administration continues, with sentiment towards the asset class dropping from 0.85 per cent to -2.54 per cent in the month to August. US equities fared almost as badly year on year, with the second biggest drop in sentiment of 13.06 percentage points, the Lloyds Private […]
Nottingham Building Society is offering free financial advice to members as part of an extension of its reward scheme. The building society is promoting the free, face-to-face financial planning as part of a member reward scheme that will also to deliver cash back payments to select members and other benefits to more than 100,000 of […]