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“No. We don&#39t do that much investment trust business and people do not seem that interest in them, whatever you do with them.”

Ian Thomas, Spotlight Financial Services

“Yes. It would possibly have an effect but, then again, if you have star managers, costs would go up so it is a double-edged sword.”

Janet Southern, Janet Southern

“No I do not think it will make much difference at all. After all, investment trusts are for the more sophisticated client.”

Ian Fundlow, Premier Financial Planning

“No. The investor goes on our recommendations. It is up to the adviser to make investment trusts more popular.”

Rob Briar, Insurance Service Wales

“No, I do not feel the reason people use investment trusts is down to the names, it is not as simple as that.”

Anthony Wilday Talland Bay Insurance Services

“No. I would assume that those people looking at investment trusts are the more sophisticated type of investor anyway who would not be interested in the name.”

Anne Edward,Westinsure Webb Financial Services

“No. Some of the more successful names like Bolton come to mind but I do not think that would convince me or my client to buy a fund just because he is managing it.”

David Bennett,Whitaker Redfearn Pappin

no 85%

yes 15%


Motoring into the mortgage majors

GMAC Residential Funding executive chairman Stephen Knight says the lender has its sights on achieving top 10 status in the UK and is confident it can make it without a high-street presence. Head of marketing Jeff Knight says such the top 10 is well within the powers of the firm and refutes reports of a […]

Close Finsbury Asset Management – MultiAsset Portfolio

Type: Oeic multi-manager fund of funds Aim: Growth by investing in equity funds, bond funds and alternative investments including commercial property and hedge funds Minimum investment: Lump sum £25,000 Investment split: 36% UK equities, 12% fixed interest, 10% US, 10% commercial property, 8% structured investments, 8% hedge funds, 6% Europe, 5% Japan, 3% natural resources, […]

LIA calling for annual &#39health statement&#39 from ombudsman

The LIA is calling on the FSA and Financial Ombudsman Service to publish annual statements on the health of the financial services industry. In a written response to consultation paper 04/12 on the ombudsman service, LIA public affairs director John Ellis says an annual health statement would draw attention to areas of concern and also […]

Arlington makes fund debut

Arlington Property Investors, which was created through a merger of Arlington&#39s investment management business with Aberdeen Property Investors in May, has unveiled its first fund. The Arlington UK balanced property fund is a Dublin-registered Oeic that invests initially in a portfolio of 18 UK commercial properties. It aims to secure a high income yield with […]

Childcare - thumbnail

Three questions for employers…

The Family and Childcare Trust’s annual survey has been widely reported in the media and the two headline figures were these: the average cost of a nursery place for a child under two has risen by 33 per cent since 2010; and the costs have risen by five per cent in a single year.


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