Top Story
Close to 70 funds at risk of closure this year
Investment Adviser’s Mid-Year Monitor highlights an increase in funds on the “danger list” to 67.
Top Story
HMRC to face legal action over Qrops revision
Savers could lose 55 per cent of money transferred to scheme taken off government Qrops list.
Top Story
Law firm predicts £100m FSCS Ucis claims to come
Although Ucis may be unregulated investments “the advice provided is regulated”, says law firm.
In Focus
Latest news
Ashburton’s Hanson looks to emerging market currencies
Ashburton’s Tristan Hanson has said emerging market currencies will strengthen against major players, such as the US dollar and euro.
RMG to roll out fund for UK clients
London-based wealth manager to roll out regulated funds before the end of 2012.
Top managers warn of expensive equities
Top fund managers warn high yield is asset class of choice and equities too expensive.
BlackRock’s Nigel Bolton deploys analysts to Spain
European equity veteran warns Spain could fall into a Irish-style crisis.
Close to 70 funds at risk of closure this year
Investment Adviser’s Mid-Year Monitor highlights an increase in funds on the “danger list” to 67.
Further monetary stimulus likely, say economists
The gloomy tone of the Bank of England’s Inflation Report last week suggested that further monetary stimulus is still on the cards, according to...
Analysis & opinion
‘Growing market’ for care IFAs: Chris Horlick, Partnership
Managing director defends the government’s lack of response to Dilnot Report, stating it has “put long-term care on the agenda”.
Either people aren’t getting appropriate advice and aren’t buying the right products or they are getting the wrong advice and buying inappropriate products
Advisers, not the FSA, should be spreading the RDR word
Education on rules will serve little purpose, but focusing on the finer points of regulation could reap rewards.
Debate: Are off-the-shelf DFMs ‘dead’?
Skandia and Defaqto go head-to-head on off-the-shelf DFMs, which could be threatened by new FSA guidelines.
Fund managers need to stop adding to bloated sector
Even the most skilled and diligent IFA cannot hope to keep track of all investment funds; the execution-only investor has no chance.
Funds & data
| Fund And Share Class | 1 Year |
|---|
| Fund And Share Class | 1 Year |
|---|
Performance to:
All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012.All Rights reserved.
Money Management Fund Statistics
Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.
Latest regulation paper summaries:
|
Pensions
|
May 14, 2012
Transfers to Qrops
Changes have been made to the rules for transfers into Qrops (qualifying recognised overseas pensions schemes).
Charitable donations and inheritance tax
In a bid to increase charitable donations, the government made changes to the rate of inheritance tax for those who leave cash to good causes.
Reduced corporation tax rate
The government reduced the main rate of corporation tax by a further 1 per cent.
Video
Joined up products: John Pollock, Legal & General
Executive director for protection and annuities at Legal & General wants more clarity on the direction government is taking.
Nest shortcomings: Nick Sherry, Australian senator
Senator for the Australian state of Tasmania addresses the potential failings of Nest and whether sweeping change of UK pensions will work.
Sipp provider due diligence: Martin Tilley, Dentons
Director of technical services talks to FTAdviser about new disclosure rules and the wider due diligence issues facing the sector.
How to be a successful emerging market debt investor
ADVERTORIAL: First State explains the structure of its emerging market debt team and its investment processes.
Adviser Guides
Guide to outsourcing fund management – part 2
A discretionary fund manager acts on behalf of a client and has the responsibility for managing investments in an account or portfolio on a...
Guide to outsourcing fund management – part 1
Buying-in expertise for what is a highly specialised job could bolster an adviser’s business and please clients.
Guide to buy-to-let – part 2
Helping your client to purchase a property is only the first step in aiding them to become a successful buy-to-let investor.
Guide to buy-to-let – part 1
Buy-to-let has become increasingly popular as many chose to turn to property rather than pensions for a retirement income.
More news
- Pensions
- HMRC to face legal action over Qrops revision
- James Hay blames ‘attrition’ as Sipp sales flat
- HMRC warned over potential Ssas money laundering abuse
- Investments
- Ashburton’s Hanson looks to emerging market currencies
- RMG to roll out fund for UK clients
- Top managers warn of expensive equities
- Mortgages
- Taxpayers left with £2bn Northern Rock bill
- Ami warns lending to remain subdued until 2015
- First-time buyer advice demand rises in April, Unbiased
- IFA Industry
- Amii aims to raise awareness with new sub-committees
- The FA Week in Words 17 May
- Sanlam acquires Bermuda-based investment house
