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New Star select opps opens again

Access to the New Star Select Opportunities Fund has been reopened through fund supermarket Fidelity FundsNetwork. The Select Opportunities Fund, which is managed by AA-rated manager Patrick Evershed, closed to new inflows shortly after its launch in June 2002. Evershed believes that there is improved value among many of his target stocks and for this reason New Star will be promoting the fund.


Marlborough Fund Managers – Marlborough UK Micro Cap Fund

Type: Unit trust Aim: Income and growth by investing in UK smaller companies with a market capitalisation of less than £50m Minimum investment: Lump sum £1,000 Investment split: 100% in UK smaller companies with a market capitalisation of less than £50m Isa link: Yes Pep transfers: Yes: Charges: Initial 5.5%, annual 1.5% Commission: Initial 3%, […]

Good advice is hard to find

The business press puzzles me. To my mind, it is easy to differentiate between an adviser and a salesperson or organisation, yet week in week out, the business press attributes successful sales volume to advice. For example, MM recently asked: “How did one of the most successful advisers in the UK come to be in […]

Winterthur widening investment options

Winterthur Life is planning to build on its reputation as a specialist Sipp provider to provide more general investment services to its high-net-worth and corporate client base. Chief executive Mike Kellard says he believes that with pension simplification and caps on the levels of savings, there will be demand for other investments outside the pension […]

Trusts move towards open architecture

A new trend towards open architecture is set to sweep through the investment trust sector, says the Association of Investment Trust Companies. It believes increasing numbers of investment trusts will change their structures in a bid to become more competitive. Communications director Annabel Brodie-Smith thinks firms will move to an open architecture structure that allows […]

Budget summary – March 2016

This week’s Budget looked as if it would be a difficult one for the Chancellor, with disappointing economic numbers and the need to avoid ruffling feathers ahead of June’s in/out referendum. Nevertheless, Mr Osborne did spring a few surprises, including some tax reductions. So how does this budget affect you? If you are – or […]


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