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Should a fund manager&#39s investment process be ignored when choosing a fund?

“No, that is just about the most important thing you have got to refer to as far as how the fund is going to perform.” Scott Clayson, Professional Financial Services

“No. When choosing an investment, the manager&#39s process is part of the criteria one should use to determine if it is suitable.”Keith Kennedy, Fawley Independent

“No. Fund managers spend time looking at every conceivable way to gauge sectors of the market. How do you do it otherwise? Stick a pin in a board?” John Hood, Personal Investment Planning

“No. It is a differentiating feature for funds and it is important in the decision-making process for the client to have information on it available to them.”Michael Sherrard, Sherrard Financial Management

“No. It may not be the most important factor but it should be taken into account.” Sheila Lothian, Independent Money Information

“No. The process is very important as it indicates the manager&#39s style.” Peter Craven, Carlisle Independent Financial Advice

“No. I think you need to know the investment process so that you know what type of fund manager you are dealing with and what their risk profile is.”Andrew Clements, Andrew Clements Partnership

“Yes. I do not have a very high opinion of fund managers&#39 investment processes. It is a cynicism gained from spending 30 years in this business.”Jeremy Hulbert, Hulbert Financial Services

yes 12%

No 88%


L&G warns about lost pension contributions

Up to £40bn of pensions tax relief a year is going to waste because people are not making the most of their personal pension allowances, according to Legal & General. It says there are 52 million people eligible to pay in to personal pensions or stakeholder but many are not aware of the contribution limits. […]

Egg reduces pre-tax losses

Egg has reduced its pre-tax losses by 43 per cent to £87.8m in 2001 from £155.3m the previous year. The internet bank which is 79 per cent owned by the Prudential also saw its operating income up 103 per cent to £189.4m from £93.2m in 2000. Egg chief executive Paul Gratton says the bank acquired […]

Theatreshare of dreams

Theatreshare is a theatre production company aiming to raise £2m through an enterprise investment scheme (EIS) share offering. The company will use the capital raised to fund musicals, plays and other productions in London&#39s West End. In its first year it will put on Chitty Chitty Bang Bang, Our House and Bombay Dreams. Eighty per […]

Liverpool Victoria annuity steps into with-profits

LIVERPOOL VICTORIA FRIENDLY SOCIETY WITH PROFITS PENSION ANNUITY Type: With-profits annuity Minimum investment: Lump sum £7,500 Minimum age: 50 Income frequency: Monthly, quarterly, half-yearly, annually Charges: Implicit Options: Can be converted from with-profits to conventional annuity on annuitant&#39s death Commission: Initial 1 per cent Tel: 0845 6020690 The panel: John Bumford, Client manager, Gee & […]


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