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 […]
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]