View more on these topics

Schroders goes Japanese

Schroders’ Japan active value fund is a unit trust aimed at experienced investors who are looking to broaden their portfolio and who want exposure to Japanese equities.

Schroders already has four Japanese funds, ranging from smaller companies to emerging ones. Japan active value will differ from these by aiming for growth by investing is a wide range of Japanese companies that are currently undervalued, in the hope that the share price of these companies will later rise to reflect how valuable they really are.

To do this the fund will benchmark the Salomon Barney Broad Market Japan Value Index, which includes companies such as NEC, Fujitsu and Mitsubishi.

The Japanese economy is continuing its recovery from a prolonged recession and is seeing a great deal of growth. Undervalued companies will therefore benefit from this recovery.

According to Standard & Poor’s the Schroder Japanese enterprise fund is ranked 21 out of 69 funds, based on £1,000 invested on a bid-to-bid basis with net income reinvested over three years to October 30, 2000.


Skipton announce new head of insurance

Skipton Building Society has announced the appointment of David Harvey as its new head of insurance. Harvey&#39s role will be to develop current insurance arrangements, research new products and maintain and develop relations with existing insurance contacts. He joins Skipton from Norwich Union and has worked in several senior financial management positions in the building […]

Flying start for Isa season with early upswing

The Isa season is off to a flying start with September seeing the first rise in monthly sales since March, according to Autif figures.Net Isa sales for September rose by 3 per cent to £616m from £598m in Aug-ust, the first rise in sales since hitting £2.3bn in March.Seasonal trends in Pep and Isa sales […]

As part of…

As part of Energy Efficiency Week, Norwich & Peterborough Building Society will plant 40 trees over five years for every borrower who takes out a “carbon neutral” mortgage.A survey by the society has found homeowners lack awareness of the benefits of energy efficiency. Homes account for a quarter of the UK&#39s greenhouse gas emissions, equivalent […]

Reviewing the estate of affairs

No matter how much IHT planning we recommend clients do, it is more than likely some tax will be payable when the second of a couple dies. This may be because they ignored your advice or because they were reluctant to give away sufficiently to eliminate their liability.You must make sure you talk to your […]


MPAA consultation

By Fiona Tait, pensions specialist The chancellor’s announcement of proposed cuts to the Money Purchase Annual Allowance means it will be more important than ever to be able to tell your PCLS from your UFPLS What was in the statement? Not much. The chancellor spared three sentences to inform us that the Money Purchase Annual Allowance will be reduced […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm