Tuesday, 28th November 2000.
National Mutual’s new Mega 500 fund has been brought in on the back of the new Worldtop 500 index. The index will track the performance of the 500 largest companies in the world. National Mutual is aiming the product at managers of pension funds and administrators of small self administered schemes who are looking for […]
Over two-thirds of 100 IFAs polled at the eXcom conference in October said the most important objective of using technology was to deliver improved levels of service to their clients. The Exchange's role over the past 10 years has been to develop products and services that enable them to do so and this remains our […]
The value ofUK pension funds has fallen for the third consecutive quarter of 2000, according to Edinburgh based performance measurements consultants The WM Company. Overall returns were down 0.4 per cent compared with 0.6 per cent for the first two quarters. The WM Company executive director Peter Warrington says “Returns overall have been disappointing for […]
The new Merrill Lynch defined income and growth fund is an investment trust aimed at investors who are looking for either income or growth. Investors can choose income shares that offer a yearly income of 9.25 per cent, paid quarterly, or zero dividend shares that give a capital rollup option of 30.4 per cent after […]
Jacob de Tusch-Lec explains why he favours bond proxies in Europe (and China). To watch the video click here
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Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
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