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Standard & Poor&#39s Micropal Top 10s

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 Daley Update

The Ethical Investment Research Service has set up a new website 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&#39s Medical Discovery fund has raised £445,000 for the CancerResearch Campaign. […]

Yorkshire pays trail cash in bid to keep borrowers

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 launches IFA software

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&#39s needs are correctly identified and that an adviser cannot overlook an area of need or offer an incorrect product. The system […]

More take PMI cover

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 […]


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