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Rothschild banks on Euro rally

Rothschild Asset Management has added a Euro denominated fund of funds to its Five Arrows International Managed Portfolio range.

The European Capital Growth fund is similar to the existing Swiss franc denominated fund of the same name. It invests in a range of funds from different fund management groups. The fund manager chooses European funds that are seen as the best in their sector and this also ensures that investors have a diverse portfolio.

The fund of funds approach means that investors can take advantage of the strengths of different fund managers rather than putting all their investments into one fund manager&#39s basket if they are underperforming.

The erratic performance of the stockmarket may have left investors feeling wary at the moment but it means that quality stocks are available at cheaper prices. The fund of funds approach could persuade investors to put their faith in the best European performers.

However, investors should be aware that the Euro denomination of the fund carries currency risks when converting into sterling.

According to Standard & Poor&#39s the Swiss franc denominated Five Arrows IMP European Capital Growth fund is ranked 61 out of 284 funds based on £1,000 invested on a bid to bid basis with net income reinvested over three years to March 30, 2001.


Independent View

No doubt the furore on the post-Maxwell report will continue for some time, notwithstanding the changes in legislation and working practices during the last 10 years. Even now, those who are so minded could still perpetrate a fraud – albeit that their actions might be more quickly curtailed. Speaking of rules, there are the original […]

Principality Building Society – Discount Option 5

Tuesday, 10 April.Discount Option 5Discounted term: Until June 30, 2006.Discount: 0.86 per cent.Payable rate: 6.09 per cent.Minimum loan: £5,000.Maximum loan: Up to 95 per cent of valuation subject to no maximum. Remortgages up to 90 per cent of valuation subject to no maximum.Income multiples: 3.5 times principal income plus second or 2.5 times joint.Arrangement fee: […]

Imro reprimands specialist fund manager

IMRO has reprimanded defunct fund manager Trafalgar Asset Management for issuing a misleading brochure when it was still in existence. The specialist fund manager, which went into liquidation in October 2000, was guilty of claiming Hobbs Melville Asset Management, which it was formerly called, was part of the Hobbs Melville Group, an unregulated firm it […]

Co-operative Insurance Society – Stakeholder Pension – Individual

Friday, 6 April 2001.Type: Individual stakeholder pension.Minimum premium: £20.Minimum-maximum ages: From birth-75.Fund links: With-profits, UK growth, European growth, Environ, US growth, FTSE all-share index tracker.Charges: Annual 1 per cent.Allocation rates: 100 per cent.Minimum term: One month.Options: Stakeholder term assurance, waiver of premium.Commission: None.Tel: 08000 282727. 

Retirement - thumbnail

(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.


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