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Five star ratings for five investors

Five investment houses get a five star rating from Standard & Poor’s at least three times across all UK fund sectors in Money Marketing Focus’ autumn survey.

HSBC Asset Management, Rathbone, Credit Suisse, Henderson Investors and Schroders are classified as being the leading firms in the quarterly survey, while Scottish Widows, with only one fund star across 11 funds, comes last.

In terms of international UK registered funds, Focus only identifies two companies, Fidelity and Christows, as having shown consistently good performance, gaining five S&P stars a minimum of three times across 11 sectors. Investec and Invesco Perpetual, with only one S&P fund star five and six times across the sectors respectively, came last in the survey.


Pension advice will always be needed

Whether there are 40 providers or four, the public will need advice on pensions.The shape of the retail market may be emerging, as Money Marketing this week reveals the stakeholder front-runners.The need for deep pockets has been underlined by the bear market and can only accelerate consolidation. It may boil down to who can afford […]

Independents crucial, says Kelly

Independent financial advice is critical to the future of financial services, says economic secretary to the Treasury Ruth Kelly.Speaking at a fringe meeting at the Labour Party&#39s annual conference in Brighton on Tuesday, Kelly gave IFAs the strongest sign of support from the Government in years.She said even if polarisation is scrapped there will always […]

Bupa targeting IFAs with flexible protection plans

Bupa is offering a new individual range of protection products on November 12 to be distributed principally through IFAs.The flexible protection plan, unveiled at the Bank-hall convention in Monaco last week, will include inc-ome protection, term life insurance and critical-illness cover, with the option of life cover.Bupa says although it is already in the protection […]

Matrix Securities – Unicorn AiM VCT

Thursday, 4 October 2001. Aim: Income by investing initially in cash, quoted UK smallercompanies then AiM-listed companies.Minimum investment: Lump sum £2,500.Opening-closing date: October 2, 2001-November 15, 2001.Charges: Initial 5.5 per cent, annua 2 per cent. Special offer: Higher allocation if commission reduced.Offer period: Until November 15, 2001.Commission: Initial 2.25 per cent, renewal 0.375 per cent.Tel: […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]


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