Top Story
SCM launches fund cost calculator
Latest step in True and Fair cost campaign sees online tool for investors and advisers to calculate a ‘pounds and pence’ fund cost figure.
Mixed investment at top of league tables
Strong demand for multi-managed and multi-asset funds has seen Mixed Investment 20-60 per cent shares remain the most popular sector, Michelle...
JPM portfolio fund offers exposure to global equities
Significant exposure to the UK, Europe and Japan has helped the JPM Portfolio Fund achieve three-year returns of 33.99 per cent, Morningstar data...
‘Lessons from credit crisis not been learnt’
Investors should should not be complacent about risk as the underlying problems with the global economy still remain, James Harries has warned.
Rathbone cuts returns rate for £61m portfolio
Boutique fund manager Rathbone has written to advisers and shareholders to inform them it has reduced the return benchmark on its £61m Strategic...
Ascentric sees platform assets jump 20%
Wrap platform says the implementation of RDR combined with a “buoyant” stock market has built a good head of steam in 2013.
FundsNetwork: 95% of assets will be ‘clean’ by June
FundsNetwork says that over recent months it has been adding between 100-200 clean share classes per month.
Analysis & Opinion
FCA: Forcing platforms to justify charges will reduce costs
Platform paper architect exclusively answers FTAdviser reader questions on the effects of the rebate ban.
This increased level of transparency will inevitably create a more competitive market
Slashed growth forecasts will worry ratings agencies
Ratings agencies will be concerned despite infrastructure investment aimed at fostering growth.
“To be any good at it you need to be differentiated”
James Anderson Scottish Mortgage manager reassures Eleanor Lawrie that he is not ready to take a permanent step back from the trust.
Are Woodford’s funds too big to succeed?
As Neil Woodford celebrates 25 years at the helm of the Invesco Perpetual High Income fund, liquidity concerns have resurfaced among analysts.
More on Investments
Adviser Guides
Guide to Investment Trusts
Advisers often express concerns over investment trusts based on issues such as gearing and discounts.
1hr
Special Reports
Multi-Manager Funds: Under the Bonnet - May 2013
A supposed trend towards outsourcing has brought focus on fees and adviser due diligence.
1hr
FTAdviser Blog
SJP exit sparks gossip, longstop campaign begins afresh
Week in brief: Two significant departures set tongues wagging this week for completely different reasons.
Adviser Guides
Guide to Picking a Platform Post-RDR
Platform pricing guidance has yet to be delivered by the new financial authorities.
1hr
Special Reports
Commodities - May 2013
Are there still opportunities to be had in the commodity market?
1hr
FTAdviser Blog
Adviser Rant: The ‘simple’ spread bets on steroids
Structured products can be classified as products for the very few wealthy and sophisticated clients who can afford to lose every penny.
Adviser Guides
Guide to Sustainable and Responsible Investing
Ethical and responsible investing is an area clients are often interested in but rarely know much about.
1hr
FTAdviser Blog
Five things I learned from the FCA platform paper
The bit of this paper that struck me the most was hidden right in the back past the arcane annexes.
Funds & data
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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.
More News
Bernanke hints of QE exit but stays dovish for now
US Federal Reserve chairman Ben Bernanke testifies to Congress that asset purchase programme could be altered if economic indicators strengthen.
Legal & General hires new head of asset allocation
Emiel van den Heiligenberg brought in from BNP Paribas as a replacement for David North.
‘At least one-year wait to switch CTFs to Junior Isas’
Families locked into Child Trust Funds may have to wait another year before they can switch the funds into Junior Isas, Martin Cutbill has warned.
FTSE 100 hits highest point since 2000
The stock market hit its highest level since September 2000 on 20 May, underpinned by a surge in the share prices of utility companies and the...
Fund size cuts off small stock access for Franklin’s Spencer
Top-performing UK Mid Cap manager admits growing fund size has limited access to the smaller end of the market.
Bank held off more easing after strong GDP
Faster-than-expected GDP growth and strong outlook for economic activity persuaded Bank of England not to increase bond buying programme.