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Top Stories

Your Industry| 13:48

PFS contacts new chancellor over FSCS concerns

Personal Finance Society chief executive raises doubts about long-term sustainability of compensation scheme.

Top Stories

Investments| Aug 26, 2016

IA makes Statement of Principles non-binding after backlash

Trade body will not reintroduce list of signatories to 10-point principles.

Top Stories

Investments| Aug 26, 2016

Ex-Cofunds boss warns of ‘data integrity’ issues

It will be necessary to do a big data clean-up, says Clive Boothman.

In Focus
Latest news

Your Industry| 13:48

PFS contacts new chancellor over FSCS concerns

Personal Finance Society chief executive raises doubts about long-term sustainability of compensation scheme.

Mortgages| Aug 26, 2016

Hinckley & Rugby launches joint borrower deal

Mortgage could be used by parents to help a child onto the housing ladder without need for security.

Mortgages| 13:26

L&G scraps arrangement fees on some lifetime mortgages

Rates have also been reduced across L&G’s lifetime mortgage range.

Your Industry| 13:20

Non-doms targeted and staff disadvantaged: the week in news

As ever, regulatory grumbles and ombudsman decisions also feature on our end of week round-up.

Investments| 13:17

Schroders Strategic Bond fund manager Isaac exits

Manager departs after five years at fund group.

Regulation| 13:15

FCA rescinds fine against mortgage broker

Broker is banned but faces no fine after proving reduced financial circumstances.

Analysis & opinion

FTAdviser Blogon| Aug 22, 2016

Brexit: A world of opportunities

Britain’s Leave vote has presented a great opportunity to consider tax-efficient investments.

It is likely if the UK does negotiate a new trade deal with the EU, or some associate member role, then the UK will continue to abide by EU State Aid rules

FTAdviser Blogon| Aug 22, 2016

Ghost town for specialist financial planners

Holistic wealth in financial planning is of paramount importance

FTAdviser Blogon| Aug 19, 2016

Going for gold

Mental health is something people need to discuss more openly to remove the stigma.

Kevin O'Donnellon| Aug 18, 2016

Rolls, or Ford Fiesta?

The commitment to the triple lock on the state pension is being debated; the real problem is the size of contributions

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Funds & data

 

Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. 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.

How to move up Google’s charts and keep new clients coming

Social media is a good way for advisers to communicate with clients.

Why the odds are stacked against Lisa

Reports of the death of the Lifetime Isa are greatly exaggerated. Aren’t they?

Things to consider when inheritance tax planning

Capital protection is just as important as providing income.

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Adviser Guides
Mortgages

Mortgages

Guide to equity release

How advisers can use equity release for a wide range of clients in different financial situations.

Investments

Investments

Guide to property funds

Post-Brexit vote, what advantages and disadvantages are there for your clients with regard to investing in property funds?

Ifa Industry

IFA Industry

Guide to adviser capital adequacy

The regulator’s capital adequacy deadline is approaching and advisers need to be ready.

Pensions

Pensions

Guide to care fees annuities

The financial options for families who must pay for long term care are limited.

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