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Julian Gibbs

With the “its” campaign progressing well and the performance of investments trusts improving, every IFA concerned with making money for their clients should consider using an investment trust portfolio service.

The one I like best is run by private-client stockbroker Christows and managed by fund manager Nick Greenwood.

Christows has a Dublin-based Oeic offering a choice of three growth portfolio funds.

The Accelerated Growth Portfolio is a stockpicking fund with an outstanding record. Since Greenwood took over at the end of 1997, it has gone up by 115.6 per cent against the FTSE 100 performance of only 44.1 per cent.

The Global Portfolio Solution looks to generate long-term capital appreciation through investments across world stockmarkets. It is suited to medium-risk investors.

There is also an Overseas Growth Portfolio which invests primarily outside the UK.

The latter two funds have risen by 96.9 per cent and 90.7 per cent respectively over the same period.

The key to Greenwood&#39s performance success is detailed research and analysis, taking advantage of the many opportunities afforded by this complex sector and avoiding unnecessary risk.

There is free switching between the funds. IFAs can choose what commission they prefer up to 3 per cent initial and 1 per cent a year trail.

Christows also runs private portfolio investment trust accounts, including its discount player portfolio and a zero-dividend portfolio. These portfolios are designed for investors with £25,000 or more to invest.

It is good to see a successful specialist investment trust service aimed specifically to meet the requirements of IFAs.

I have read a lot about ethical investment recently and am interested in doing my part for the environment. But I am a little unsure as to what green funds actually are and how to make a value judgement. What is it all about?


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