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Standard & Poor&#39s Top 10s

As the Isa season begins in earnest, fund valuations are still depressed despite some rally in the markets since September. In the last 12 months, the average unit trust is still down by 14.12 per cent while the average investment trust has fared worse still with a return of -18.31 per cent.

JPMF Korea is still the best-performing unit trust of the past year, with Baring&#39s Korea fund at number two and Schroder Seoul at number four.


Commission cap would solve all the FSA&#39s concerns

I have now read the report off the FSA website and it appears to me that the one concern which came across from it was that some IFAs are influenced by commission amounts available from the product providers.That, to me, is all there is to it. So why they have spent so much time and […]

Investec enters high yield market

Investec Asset Management has introduced the Investec monthly high income fund, its first high yielding corporate bond fund for UK investors.The fund aims to generate monthly income, currently at the rate of 9.75 per cent a year, by investing in a mixture of UK and European corporate bonds. It will hold a high proportion of […]

&#39IFAs sell cheaper products than tied salesforce rivals&#39

IFAs are demanding that the FSA gives more weight to its own research for CP121 showing they sell cheaper products than their tied salesforce rivals.Although the research identified some IFA commission bias in relation to with-profits and distribution bond sales, overall, it shows that IFAs provide consumers with better-value products.IFAs question how the regulator can […]

In the pinks

In my last two articles, I have started to look at the meaning and uses of information contained in the financial pages of the quality press.My last article concentrated on information relating to short, medium and long-term expectations on interest rates – a major influence on many aspects of a financial adviser&#39s recommendations, for example, […]

Trusts and Taxations

Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here


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