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Hard nut to crack for securitisation squirrel

The Exeter capital growth fund keeps its position at the head of the Standard & Poor&#39s Micropal top-10 list of unit trusts this week, with an increase of 67.5 per cent over the past year.

The Jupiter UK growth exempt fund is at number 10 when measured over 12 months, with a return of 44.71 per cent. It top over three years with growth of 189.14 per cent.

The Jupiter fund was launched on March 1, 1993 and has about £10.35m in funds.

Managed by Adrian Paterson, it has 94.5 per cent invested in the UK, 3.9 per cent in Ireland and 1.6 per cent in cash. It currently has 39.9 per cent of its portfolio in services, 29.8 per cent in general industry stocks and 11.2 per cent in financials. Of the remainder, the fund has 3.7 per cent invested in utilities, 0.3 per cent in investment trusts, 7.4 per cent in AIM and 2.2 per cent unclassified.



Do you think the Financial Planning Certificate should be overhauled to include more emphasis on investment products? “Yes. My personal opinion is that the FPC is underweight.” John Graham, Taylor Graham Financial Planning “I think the FPC should be completely overhauled because it bears no resemblance to what happens in the day-to-day running of the […]

Grenfell returns with managed risk fund

Morgan Grenfell Asset Management is returning to the retail market with a protected unit trust modelled on its institutional managed risk equity fund. The All-Weather equity fund aims to provide an element of protection to investors who are seeking exposure to equities but are uncomfort-able with the perceived risk. But the biggest challenge will be […]

Big guns&#39 price war blasted us out

Britannia Life managing director Des Hudson is sticking to his guns – he has no doubts that the decision to quit the IFA market was the right one. No amount of retrospective and encouraging figures, such as those above, can change the fact that cut-throat competition had squeezed the life office&#39s margins to unsustainable levels, […]

Yorkshire offers Mig-free option

Yorkshire Building Society is offering two Mig-free products up to 95 per cent loan to value. It is giving borrowers the option of a product without a Mig but with a higher interest rate or a product with a lower rate and a Mig. A four-year cap at 7.35 per cent and a five-year fix […]

State of the markets: UK equity income

Artemis Income Fund manager Nick Shenton discusses the state of the UK equity income market with journalist Alexis Xydias. With the first three months of 2015 showing strong returns for both the Artemis Income Fund and UK markets generally, Nick Shenton discusses the fund’s top contributors – including overseas holdings Novartis and Bayer – and […]


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