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Top Stories

Pensions| 13:41

Provider hits back at ‘alarmist’ P2P statements

Sipp provider argues peer-to-peer is not as risky as other esoteric investments.

Top Stories

Regulation| 10:46

Ombudsmen continue to be at odds over Sipp due diligence

The fact a specific type of investment is available to invest in a Sipp does not confer any suitability of the investment itself, ombudsman rules.

Top Stories

Your Industry| 11:42

Advisers split on FCA’s ‘insistent client’ question

Latest consultation paper includes open invitation to advisers on the persistent issue.

In Focus
Latest news

Investments| 13:56

Schroders to convert £1bn Balanced fund to Ucits structure

Move comes amid industry concern over Mifid II proposals for non-Ucits products.

Pensions| 13:41

Provider hits back at ‘alarmist’ P2P statements

Sipp provider argues peer-to-peer is not as risky as other esoteric investments.

Your Industry| 13:30

Shawbrook appoints new chief executive

New chief will take up his position in the new year.

Mortgages| 13:17

Record lows and increasing rates across two-year deals

This week’s rates round-up also sees a couple of intermediary exclusives for those in L&G’s mortgage club.

Regulation| 13:15

Conferences and consultations: The week in news

Compensation scheme explanations and high adviser valuations also feature in our round-up.

Investments| 13:04

Hong Kong overweight hurts Philippa’s fund

Fidelity fund loses ground as China drop takes toll on region’s property.

Analysis & opinion
Advising Mister insister

Kevin O'Donnellon| Sep 30, 2015

Advising Mister insister

Should advisers let insistent clients conduct their financial affairs to the tune of “It’s my party and I’ll cry if I want to”?

I am sure most advisers are familiar with the client who knows better than they do

Tony HazellonMortgages| Sep 30, 2015

Release older homeowners without charge

Equity release is now a mature market with £1.4bn withdrawn last year, according to the Equity Release Council.

John LappinonInvestments| Sep 28, 2015

Floundering platform owners have a choice

Financial advisers should be running scenarios in case a platform comes unstuck.

Dan JonesonInvestments| Sep 28, 2015

Alliance Trust can learn lessons from former Ignis chief

My predecessor took a hard line on the company over its battle with hedge fund Elliott Advisors.

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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.

Adviser Guides


Guide to Sipps

This guide will detail what advisers need to consider when contemplating a transfer to this vehicle.

Ifa Industry

IFA Industry

Guide to Non-Domiciled Tax Changes

Domicile is a highly technical issue wholly separate to that of one’s residence.



Guide to Fee-Free Mortgages

This guide will explain what has driven the growth in the number of fee-free deals .



Guide to Pension Consolidation

Many existing pension contracts can consolidate all pension pots into one.

See all guides

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