Investec is offering 4 per cent commission on all advised lump-sum investments into the Investec global free enterprise fund until 31st December 2005. The fund is managed by Mark Breedon. It has out-performed the sector by 10.8 per cent, 24.7 per cent, 42.2 per cent, 33.65 and 46.3 per cent over one to five years respectively, to 31st December 2004, during which time it has remained in the top 10 funds, out of 157 in the sector.
Portman Building Society announces its 2004 annual results today, showing an overall improvement on 2003.Portmans key achievements include growth in total assets up 10 per cent to 15.5bn, increase in pre-tax profit by16 per cent to 78.1m and record new mortgage lending up 24 per cent up on 2003 to 3.6 bn. The society has […]
A trouble-shooter has been hired by split-cap investment trust firms to convince consumers to take the FSA compensation settlement.
Veritas, the fund management boutique set up by Newton founder Stewart Newton, is launching a global income fund, to be managed by James Harries.The fund is a Dublin based Oeic and will invest predominantly in global equities, with an ability to hold fixed interest and currencies. It will aim to produce a high and growing […]
Managed Balanced Fund
With a 10 per cent return from his Global Income Fund in the first three months of 2015, Jacob de Tusch-Lec talks to journalist Alexis Xydias about the drivers and why he favours Europe and Asia over the US. Jacob believes European companies remain cheap and is still finding opportunities amid value stocks – in contrast […]
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Support service provider SimplyBiz has signed a third new deal for defined benefit transfer advice work after its original partner pulled out of the marketplace. In an email to members seen by Money Marketing, compliance director Gary Kershaw apologises for any inconvenience caused by Crowborough-based advice firm CFPML’s decision to exit the DB transfer marketplace. […]
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The Budget will lay out Government plans to help build 300,000 new homes a year, according to Chancellor Philip Hammond. The plans will include fasttracking developments with planning permission. Hammond said the Government would use “powers of state” to get homes built on these sites, according to the BBC. The Government will also unveil plans to […]