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Bear market prompts caution by women but men still favour equities

Women are reacting more cautiously to the continuing bear market and are more likely to choose bond funds than men, according to research conducted on behalf of Fidelity Investments.

The company says 25 per cent of females plan to invest solely in bond funds this Isa season while men are much less risk-averse, with only 7 per cent saying that bond funds will be their sole choice.

The polarisation bet-ween the sexes is equally evident when it comes to equity investments, with 25 per cent of men saying they would only consider investing in equities. By contrast, only 10 per cent of women wanted to opt solely for equities.

The findings are drawn from a survey of 1,953 adults from across the UK who were interviewed face to face by Mori between November 28 and Dec-ember 3, 2002.

Fidelity Investments executive director Ann Davis says: “Irrespective of gender, it is extremely important that every Isa investor regularly reviews their portfolio to ensure that they are on track to meet long-term savings goals and then invest accordingly.

“It is surprising to see such a disparity between the sexes this tax year, with women steering away from equities in favour of bonds. Whichever type of Isa an investor chooses, they must make sure that they are investing for the right reasons such as to build up a diversified portfolio, invest for income or remain on target to reach their savings goals.”


Clerical ad campaign looks to the long-term

Clerical Medical will be appearing on TV screens throughout March with a series of ads showing an optimistic approach to long-term saving.The central theme of the adverts is “Plan for Tomorrow, Live for Today”, projecting the message that people can relax more today if they know they have sorted out their finances for the long […]

London & Country remortgage guarantee

National mortgage broker London & Country is guaranteeing it will complete remortgages in 28 days or pay clients any money they lose out on.L&C will pay the difference between a borrower&#39s old mortgage payment and new one if it runs over 28 days. Initially, the pledge only applies to an exclusive Alliance & Leicester remortgage […]

House prices still strong, says Halifax

The average UK house price increased by 1.7 per cent in February to £125,558 from £123,422 in January, according to the latest Halifax house price index.Halifax says this is a sign that the market remains strong, with February&#39s increase representing a 23 per cent jump from £101,708 in February 2002.The bank says it is still […]

Investment trust and Isa sales down by 25% in Q4

Sales of investment trust savings schemes and Isas plunged by 25 per cent in the last quarter of 2002 compared with the same period in 2001, according to the AITC.Quarterly figures show that total sales of IT saving schemes in the fourth quarter of last year fell by 28 per cent to £42.64m from £58.91m […]

Harris Associates' view on the UK’s vote to leave the EU

By David Herro, Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer of International Equity at Harris Associates Britain’s vote to exit the European Union has led to significant uncertainty across global markets. We believe market impact of this uncertainty, though severe, is more of a shorter-term phenomenon which will provide an opportunity for long-term […]


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