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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Women are earning, inheriting and controlling more money than ever. Yet very few financial institutions are doing an outstanding job of attracting and serving them. How you sell and deliver financial services to men is not the same as how you sell and deliver financial services to women. Even if men and women end up […]
If you want the crash course in all things leading edge in Fintech visiting a Finovate show can be time well spent, but it’s also an exhausting experience. The first two days of this year’s Fall show in New York involved no fewer than 80 demos of fintech propositions of all shapes and sizes. Anyone […]
Where to start and what to look out for when aiming to meet the financial requirements of the client For their advocates, fund panels are like a palette, which advisers can choose from to come up with a tailor-made investment solution for individual clients. As an efficient tool at the adviser’s disposal, a panel of […]