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Global Alpha

‘Low volatility’: low risk, low reward?

Robin Geffen, Fund Manager & CEO, Neptune ‘Low volatility’ products originated as tools for institutional investors who were contractually obliged to provide instant liquidity. Now they are sold to individual savers – the very people who need long-term options the most. Find out more here Important information Investment risks    Neptune funds may have a high […]

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What to expect from the CII’s new pension transfer qualification

Candidate feedback from the first sitting of the AF7 Pension Transfers unit has been encouraging Last year, the Chartered Insurance Institute launched its new Certificate in Pension Transfer Advice qualification, which includes the new CII AF7 Pension Transfers unit. The new CII AF8 Retirement Income Planning unit was launched at the same time to replace […]

AJ Bell cuts MPS management charge by 40%

AJ Bell has cut the annual management charge on its managed portfolio service from 0.25 per cent to 0.15 per cent, plus VAT. AJ Bell claims that this 40 per cent reduction makes this one of the cheapest options for financial advisers and their clients looking for a managed investment portfolio. At the same time […]

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FCA: British Steel complainants should discuss options with FOS

The FCA has urged those with complaints over the British Steel Pension Scheme to discuss how to proceed with the Financial Ombudsman Service after one of the advice firms at the centre of the scandal filed for liquidation. Yesterday, the Financial Services Compensation Scheme said that it was preparing to declare Active Wealth in default, […]

Investment

The Brunner Investment Trust – April 2017

Welcome to the latest update for The Brunner Investment Trust PLC from the Trust’s portfolio manager, Lucy Macdonald. Market Review Global equities have rallied over the first quarter of 2017, buoyed by signs of strengthening growth and optimism over company earnings, although this rally has faded towards the quarter end. US equities posted their strongest […]

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