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Rathbone Income tops ‘white list’

Carl Stick’s Rathbone income fund has topped Principal Investment Management’s ‘white list’ of income funds.

The list rates income funds based on performance, volatility, and income distributed, and says Stick’s fund could have struggled last year because his favourite stocks looked to be flagging, but that he was vindicated by the year end.

Stick says: “We don’t invest on short-term fads and we are not momentum players. We invest in long-term ideas and that means, at times, being contrarian.”


Hughes heads HSBC multi team

HSBC Investments has recruited James Hughes and Nicholas Pothier from Axa Investment Management for its multi-manager team. Hughes will head the team, with Pothier joining as a portfolio manager.

Larger than life

There has been media speculation in the last few days that Prudential and Aviva, Norwich Union’s parent firm, explored a merger back in 2004.

ScotEq pays out 82% of CI claims

Aegon has released its rejected claim statistics for the first time, showing that it paid out on 72 per cent of critical-illness claims overall last year. Across all product ranges, Aegon-owned Scottish Equitable Protect paid out on 82 per cent of claims in the year to September 30, with payouts tot-alling 22m. Of the 18 […]

Throwing in the towel over Fidelity

The following is a letter sent to me by Fidelity concerning an Oeic/unit trust application and my response Thank you for resending the enclosed application and cheque for 23,810.98 in reference to our letter of 16 December 2005. Unfortunately, contrary to our letter of December 16, 2005, we are unable to set up these accounts […]


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