Jupiter Financial Opportunities fund tops the unit trust tables, having
returned 32.84 per cent over the past year. The fund continues to show a
robust ability to weather all market conditions. Its three-year return is
96.63 per cent.
The average annual return continues to improve on both unit and investment
trusts. The average unit trust is at -6.07 per cent over the past year
compared with -20 per cent at the start of April. The average investment
trust has returned 4.51 per cent.
The Ethical Investment Research Service has set up a new website atwww.eiris.org. The site has several pages for IFAs, giving guidance onethical investment funds. It provides statistics, detailed listings of allforms of ethical finance, and a service to help investors find a specialistethical IFA. Schroder's Medical Discovery fund has raised £445,000 for the CancerResearch Campaign. […]
Yorkshire Building Society is pledging to introduce trail commission on mortgages in a move which could revolutionise the way IFAs are paid by lenders. In a bid to keep borrowers who are becoming increasingly aware of the ben- efits of shopping around for competitive rates, York-shire says it wants to “rew-ard intermediaries who encourage a […]
Allied Dunbar franchisees will be able to underwrite customers for protection policies at the point of sale when it launches new laptop-compatible software later this summer.Allied Dunbar claims the system ensures all the customer's needs are correctly identified and that an adviser cannot overlook an area of need or offer an incorrect product. The system […]
The amount of people with PMI is up 5.5 per cent on last year, according to a survey carried out by Laing & Buisson.The figures show that individual subscriptions decreased by 3.2 per cent, but this was compensated by a increase of 7.4 per cent from the corporate sector.Meanwhile a research by the Consumer’s Association […]
Johnson Fleming’s current charity of the year is CLIC Sargent: the UK’s leading cancer charity for children and young people, and their families.
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IFAs want more clarity on environmental, social and governance investment products to be able to better communicate them to clients. A HSBC Global Asset Management survey of over 200 UK IFAs found that 57 per cent would like more ratings for ESG products. Concerns over diversity, human rights, consumer protection, and animal welfare are the […]
St James’s Place has hired Claire Blackwell as director of marketing from Newton Investment Management. Blackwell says: “We have a responsibility to continue to develop ourselves and our proposition in the interests of better financial outcomes for clients.” SJP shuns new CII exam in favour of in-house programmes She has held a variety of positions across the […]
Something drastic needs to be done to make the protection landscape fit for today’s world Like most journalists, when I first began writing for Money Marketing years ago, I needed to be schooled in the ways of financial services. In my case, this role was carried out by a small coterie of energetic financial advisers […]
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