View more on these topics

Schroders&#39 new UK active value fund

Schroders&#39 new UK active value fund is aimed at investors who are looking to broaden their exposure to the UK market.

The fund is a unit trust that benchmarks the Salomon Smith Barney broad market UK value index, which is made up of 475 companies that are currently thought to be undervalued by the market. Some of the companies include British Telecom, Unilever, Tesco, British Aerospace and Marconi. The index is updated every three months, removing the companies that are no longer undervalued and which have risen in value and adding new ones.

As the index is made up of a wide variety of different companies covering different sectors, this should spread the fund&#39s risk.

According to Standard & Poor&#39s the Schroder UK Index fund is ranked 110 out of 241 funds, based on £1,000 invested on a bid-to-bid basis with net income reinvested over three years to November 6, 2000.


Smee bitterly disappointed

The director general of Aifa Paul Smee says he is bitterly disappointed at the Government decision on polarisation. The move has also been criticised by the country’s top life office Norwich Union which says it believes the Government should have gone down the gap filling route. Smee has hit out at the decision for adding […]

Chancellor aims to widen share ownership

CHANCELLOR Gordon Brown has revealed a tax boost to employee share options in his pre-budget speech. The move sees the introduction of three measures aimed at encouraging more employees to take a stake in the ownership of their company. Brown hopes the measures will boost productivity by increasing employee commitment to growth in the enterprises […]

Individual plans gain ground

In the race to get stakeholder pensions registered with Opra, individual plans are gaining ground over group schemes.Opra and the Inland Revenue say 15 companies have applied to register stakeholder plans and five of these, Barclays, Britannic, NatWest Life, Norwich Union and Royal & Sun Alliance, have successfully had their individual stakeholder plans approved.The only […]

National Counties bring in discounted capped mortgage

National Counties Building Society has introduced the three-year discounted & capped rate mortgage.Aimed at first time buyers and people who are looking to remortgage, the mortgage is capped for three years at 5.69 per cent for loans up to 80 per cent of valuation. At the same time it also has a discount of 1.5 […]

How QE is distorting the gilt market

By Mike Riddell The moves in gilts in August were truly exceptional. Volatility in the gilt market (based off 10-year gilt futures) has soared to close to the highest levels seen this millennium, on a par with the eurozone debt crisis of 2011/12 and behind only the global financial crisis of 2008/09. The first distortion […]


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