View more on these topics

Fiduciary take ethical approach to Switzerland

Fiduciary Trust International has introduced its Swiss equity fund to take advantage of the demand for socially responsible funds that take an ethical stance on investing.

This Dublin-based UCITS invests in small and medium cap companies in Switzerland that have an ethical approach to management. It will consist of between 20 and 25 stocks in the industrial and services sectors. The fund manager selects the stocks using criteria such as their earnings growth potential and how innovative the companies are.

The fund would suit experienced investors who already have a wide portfolio and want exposure to a more specialist European fund in the search for capital growth. It is also likely to be attractive to investors who are concerned about protecting the environment. However, the fund could be too much of a risk for some investors because of its narrow geographical focus.

According to Standard & Poor&#39s, the Fiduciary European equities fund is ranked 20 out of 141 funds based on £1,000 invested on a bid to bid basis with gross income reinvested over three years to December 18, 2000.

Recommended

Same product, different name

The UK pension market is about to change substantially. Indeed, I am fairly sure we are about to witness a genuine structural change in both the focus of the market and the nature of products. People have made such predictions before, I know, most notably in the mid to late 1980s with the coming of […]

BMA looks to watchdog as gene test fears grow

The British Medical Association is to write to the Insurance Ombudsman questioning its position on life offices using genetic test results. The letter will not refer to any specific companies but the BMA says it has heard that life offices are putting pressure on people to take genetic tests before insuring them. The BMA, which […]

Soaps clean up on pensions

This year will, of course, be the biggest for pensions for a long time, with the launch of not one, but two brand-spanking new pension concepts in the form of Individual Pen sion Accounts and (you may have heard of this one) the long-awaited stakeholder pensions. Both schemes will be a roaring success, particularly in […]

Legal & General – Buy-To-Let Flexi Variable Discount

Monday, 8th January 2001.Type: Discounted rate flexible buy-to-let mortgage.Discounted term: Three years.Discount: 1 per cent in year one, 0.75 per cent in year two, 0.5 per cent in year three.Payable rate: 6.74 per cent in year one, 6.99 per cent in year two, 7.24 per cent in year three.Minimum loan: £25,001.Maximum loan: Up to 70 […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com