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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Zurich has added a junior Isa and pension to its platform as part of a wider ‘cradle to grave’ intergenerational planning solution. The Isa can be opened on behalf of a child while a junior retirement account option allows guardians and parents to contribute up to the £2,880 annual limit yearly. Charges for the products […]
Jupiter chief executive Maarten Slendebroek is stepping down from the role, with former Janus Henderson co-chief executive Andrew Formica due to take on the position. Slendebroek, who has been Jupiter’s chief executive since 2014, will stay with Jupiter until 1 May after signing a settlement agreement yesterday which will see him awarded a £1m bonus […]
A volatile market in the fourth quarter of last year saw platform Transact’s funds under direction dip by 4.4 per cent to £32bn, latest results show. An update from parent Integrafin this morning sounds a positive note, however, that funds fell by less than major indices like the FTSE All Share and MSCI World, which […]
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