View more on these topics

Fleming Isa aims high

Chase Fleming Asset Management has introduced its Fleming funds individual savings account (Isa) to allow clients to make tax-efficient investments into a range of 17 Fleming funds for the first time.

There are two ways that clients can invest. They can invest in either of the specially created European portfolio or technology portfolio. These allow investors to focus on one sector by splitting their investment across four specific funds.

Alternatively, they can choose between one and 17 of the funds, which cover different sectors and all risk profiles.

Nine of the funds, which tend to focus on the US and Europe, are categorised medium to high risk. Six funds are high risk and these invest in specialist areas such as emerging markets, Asian technology and companies at the forefront of medical technology around the world. However, clients with low to medium risk profiles are limited to a single fund – the FF-UK enterprise fund – which is a drawback.

According to Standard & Poor&#39s the FF-UK enterprise fund is ranked 27 out of 101 funds based on £1,000 invested on a bid to bid basis with gross income reinvested over three years to January 15, 2001.

Recommended

Building society advances down in December

Building society gross advances amounted to £2,037m in December 2000, down 14 per cent from November, although still up on the previous year&#39s figures. Approvals of new loans fell by 33 per cent to £1,653m in December, down from £2,457m in November, although this reflects the removal of Bradford & Bingley from the sector following […]

Difficult deliberations

Over the last few weeks I have looked at deliberate deprivation in the context of the local authority charge. While the general rules I have considered are relatively well known, questions are often posed concerning what actually happens in practice. Is the individual obliged to disclose any gifts he or she has prev iously made, […]

On Active service

First Active Financial chief executive Tony Ward sees the company&#39s takeover by the Britannic group as coming at just the right time for his plans for growth. Having won a string of awards and steadily increased its market share, First Active would not have been able to make the fullest use of its successful business […]

B2C or B2B?

Last year was generally bad for dotcom businesses. It seemed that a month did not go by without reports of a dotcom business struggling to secure ongoing funding, calling in administrators or ceasing to trade. Typical dotcom business models rely on a business-to-consumer (B2C) proposition where the costs of middlemen – wholesalers, premises, people, etc […]

Welcome to The Brunner Investment Trust PLC

Welcome to the latest update for The Brunner Investment Trust PLC from the trust’s portfolio manager Lucy Macdonald. Market Review Global equities ratcheted higher throughout February, buoyed by optimism about global growth and corporate earnings. All regions advanced, although Japan tended to lag many other markets. In sector terms, healthcare, information technology, consumer staples and […]

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