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Investec launches new fund targeting low volatility stocks


Investec Structured Products is launching a new smart beta fund that will be based on the FTSE 250 index.

The fund, which will launch next year, will track the 30 lowest volatility stocks from the UK mid-cap index. The fund will be evenly weighted and rebalanced monthly.

The new fund will closely resemble the existing Investec Qtrac UK Controlled Volatility fund, a Irish-domiciled Ucits vehicle that launched in March 2014, which is formed of the 30 least volatile stocks in the FTSE 100.

The new fund’s fees have not been defined yet, however, the current annual charge for the existing smart beta fund is 0.5 per cent.

Earlier this year, Investec launched the European version of the UK Controlled Volatility fund tracking the 70 lowest volatility stocks from 300 of the largest companies in 15 developed European companies.


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‘Scandalous’ and ‘obscene’: Advisers react to Standard Life commission cull

Standard Life Investment’s decision to stop all trail commission payments on mutual funds is “scandalous” and “obscene”, say advisers. This morning Money Marketing revealed Standard Life Investments will cease payments to align new and legacy business “reflecting the spirit of the Retail Distribution Review”. But advisers say the move – which will see charges fall, […]

Paradigm partner to launch robo-advice service

Paradigm founding partner Anthony Morrow has teamed up with co-founder Duncan Cameron to launch a robo-advice service. The Telegraph reports the pair plan to launch the eVestor service next year and will charge customers 0.44 per cent. Of this, 0.35 per cent will go to portfolio management and 0.09 per cent as a fund […]


Government halves pensioner bond payouts

Returns for “pensioner bonds” issued by the Government are set to plummet by almost half. The bonds were issued by the Government in two tranches from January this year, with the first set to mature next month. However, because the products were a special issue, while savers were offered an interest rate of 2.8 per […]

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FCA consults on regulatory barriers to social investment

The FCA is calling for feedback on whether regulation is stifling the social investment sector. In its latest paper, ‘Call for Input: Regulatory Barriers to Social Investments’, the regulator has published a set of questions to gather views from social enterprises, investors and financial advisers on a wide range of issues including capital raising and the potential risks […]

Inheritance tax when it is relevant

Neil Jones is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. A trust can offer significant advantages when an individual is […]


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