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Market boosts endowments

The number of underperforming mortgage endowment policies has fallen to 1.5m because of improvements in the stockmarket, according to ABI research. The Consumers&#39 Association website says more than 4.4m endowment mortgages may suffer a shortfall but the ABI says campaign groups have inflated numbers of people affected.


UBS Global Asset Management – UBS Global Emerging Markets Fund

Type: Oeic Aim: Growth by investing in emerging markets Minimum investment: Lump sum £1,000, monthly £50 Investment split: 49.6% Pacific, 10.1% Europe, 9.8% South America, 9% North America, 7.7% South Africa, 7.4% Asia, 2.5% China, 3.7% cash Isa link: Yes Pep transfer: Yes Charges: Initial 4%, annual 1.5% Commission: Initial 3%, renewal 0,5% Tel: 0800 […]

No change in Bank of England base rate

The Monetary Policy Committee voted today to keep base rate at 3.75 per cent for another month. This was largely expected by the industry following a 0.25 per cent increase last month. Charcol senior technical manager Ray Boulger says: “Any decision other than no change would have been a major surprise &#45 we do not […]

Grey areas in planning

In my last few articles, I have identified, summarised and discussed the implications of some recent and upcoming pension developments. This week, I am moving on to a very recent bit of legislation which will not only have a massive impact on pensions but also on most other aspects of financial planning. The Government has […]

Sticking to valuation discipline when investing in China

Journalist Alexis Xydias discusses the opportunities – and potential pitfalls – of investing in China with Artemis fund manager Peter Saacke. With Peter holding significant positions in China in the Artemis funds he manages, journalist Alexis Xydias quizzes Peter on the risks of investing in Chinese stocks – including over-valuations, margin trading and financial reporting issues. Click here for video


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