Professional Adviser www.professionaladviser.com Market Movers: Israel-Hamas drives investors to safe haven assets <img alt="Market Movers: Israel-Hamas drives investors to safe haven assets" src="https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog Tue, 10 Oct 2023 06:31:21 +0000 Ukraine crisis panel: Investment experts respond to key questions <img alt="Ukraine crisis panel: Investment experts respond to key questions" src="https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg" /> <p><!--summary start--> As we say at the start of this broadcast, a humanitarian crisis is unfolding in Ukraine and our thoughts are very much with the people there at this very frightening time. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions Thu, 10 Mar 2022 15:10:27 +0000 Investment trusts: 'Who are the dinosaurs now?' <p><!--summary start--> James Budden has a message for the investment trust naysayers… <!--summary end--></p> https://www.professionaladviser.com/feature/2378209/investment-trusts-dinosaurs https://www.professionaladviser.com/feature/2378209/investment-trusts-dinosaurs Thu, 30 Oct 2014 14:42:45 +0000 Where did the smart money go in August? <p><!--summary start--> While the spectre of volatility is certainly looming, investors are not seeing any immediate reasons to panic just yet. Cherry Reynard reports... <!--summary end--></p> https://www.professionaladviser.com/feature/2370697/-smart-money-august https://www.professionaladviser.com/feature/2370697/-smart-money-august Wed, 17 Sep 2014 11:17:00 +0000 UK fund sales at highest level in a year <p><!--summary start--> Net retail sales of UK domiciled funds reached £2.1bn in April, the highest level since April last year and well above levels seen over the last nine months. <!--summary end--></p> https://www.professionaladviser.com/news/2180988/uk-fund-sales-level https://www.professionaladviser.com/news/2180988/uk-fund-sales-level Wed, 30 May 2012 15:00:00 +0000 RDR share classes: Which fund groups are ready? <p><!--summary start--> Fund providers are preparing for the RDR deadline at the end of the year by launching share classes without commission and platform fees. <!--summary end--></p> https://www.professionaladviser.com/feature/2168618/rdr-share-classes-fund-ready https://www.professionaladviser.com/feature/2168618/rdr-share-classes-fund-ready Thu, 19 Apr 2012 08:00:00 +0000 Shaughnessy exits Fidelity for CEO role at Zurich <p><!--summary start--> Gary Shaughnessy, head of Fidelity's retail business, is leaving the firm to become chief executive of Zurich's UK life business. <!--summary end--></p> https://www.professionaladviser.com/news/2163843/shaughnessy-exits-fidelity-ceo-role-zurich https://www.professionaladviser.com/news/2163843/shaughnessy-exits-fidelity-ceo-role-zurich Tue, 27 Mar 2012 10:30:00 +0000 FSA to probe 'rising' UK fund manager charges <p><!--summary start--> The FSA is to look into charges levied by UK fund management groups after its head of investments policy queried why they had been rising in recent years. <!--summary end--></p> https://www.professionaladviser.com/news/2163291/fsa-probe-rising-uk-fund-manager-charges https://www.professionaladviser.com/news/2163291/fsa-probe-rising-uk-fund-manager-charges Fri, 23 Mar 2012 13:30:00 +0000 "We are slowly putting risk back on the table" <p><!--summary start--> After a volatile start to 2012, equity markets have roared back. As we head into Q2, advisers, discretionaries and fund managers give us their views. <!--summary end--></p> https://www.professionaladviser.com/news/2162534/-slowly-putting-risk-table https://www.professionaladviser.com/news/2162534/-slowly-putting-risk-table Thu, 22 Mar 2012 08:00:00 +0000 Revealed: The average age of best-performing managers <p><!--summary start--> A fund manager's age does have an effect on whether they should outperform, with those in their early 40s most likely to beat their peers, according to research from Scottish Widows Investment Partnership's(SWIP) multi-manager team. <!--summary end--></p> https://www.professionaladviser.com/feature/2161766/revealed-average-age-performing-managers https://www.professionaladviser.com/feature/2161766/revealed-average-age-performing-managers Mon, 19 Mar 2012 13:45:00 +0000 F&C reports £7.2bn net outflows in 2011 <p><!--summary start--> F&C Asset Management has reported £7.2bn of net outflows for 2011, during a tough year for the group as activist investor Edward Bramson seeks to turnaround the firm's fortunes. <!--summary end--></p> https://www.professionaladviser.com/news/2159678/-reports-gbp72bn-net-outflows-2011 https://www.professionaladviser.com/news/2159678/-reports-gbp72bn-net-outflows-2011 Thu, 15 Mar 2012 10:35:00 +0000 An index fund for every day of the week <p><!--summary start--> Simon Ellis, managing director of Legal & General Investments, explains why index funds should not be viewed as the poorer relation of their active cousins and why investors are no longer using them to just tap into developed market growth. <!--summary end--></p> https://www.professionaladviser.com/feature/2159362/index-fund-day https://www.professionaladviser.com/feature/2159362/index-fund-day Thu, 15 Mar 2012 08:00:00 +0000 The US recovery: What advisers really think <p><!--summary start--> Advisers explain to Joanna Faith how they are playing the turnaround in the US economy. <!--summary end--></p> https://www.professionaladviser.com/feature/2159363/recovery-advisers https://www.professionaladviser.com/feature/2159363/recovery-advisers Thu, 15 Mar 2012 08:00:00 +0000 Is risk predictable? <p><!--summary start--> Neil Michael, executive director of investment strategies at London & Capital, explains the tools that can be used to predict volatility and de-risk portfolios. <!--summary end--></p> https://www.professionaladviser.com/feature/2159364/risk-predictable https://www.professionaladviser.com/feature/2159364/risk-predictable Thu, 15 Mar 2012 00:00:00 +0000 MAM Funds adds 'clean' share classes to fund range <p><!--summary start--> MAM Funds is introducing a non-trail commission share class across its fund range ahead of the Retail Distribution Review. <!--summary end--></p> https://www.professionaladviser.com/news/2159428/mam-funds-adds-clean-share-classes-fund-range https://www.professionaladviser.com/news/2159428/mam-funds-adds-clean-share-classes-fund-range Wed, 14 Mar 2012 13:40:00 +0000 Revealed: The best-selling fund groups of 2011 <p><!--summary start--> M&G tops both retail sales lists as investors seek out bond funds, while BlackRock's active and passive vehicles also prove popular. <!--summary end--></p> https://www.professionaladviser.com/news/2153846/revealed-selling-fund-2011 https://www.professionaladviser.com/news/2153846/revealed-selling-fund-2011 Tue, 21 Feb 2012 11:10:00 +0000 Wealth managers: Our top UK equity income funds <p><!--summary start--> Wealth managers reveal their favoured UK equity income funds. <!--summary end--></p> https://www.professionaladviser.com/feature/2152752/wealth-managers-uk-equity-income-funds https://www.professionaladviser.com/feature/2152752/wealth-managers-uk-equity-income-funds Wed, 15 Feb 2012 15:20:00 +0000 IMA: Net retail sales slumped 40% in 2011 <p><!--summary start--> Net retail sales slumped nearly 40% last year to their lowest level in three years, according the IMA's annual figures. <!--summary end--></p> https://www.professionaladviser.com/news/2143915/ima-net-retail-sales-slumped-2011 https://www.professionaladviser.com/news/2143915/ima-net-retail-sales-slumped-2011 Fri, 3 Feb 2012 16:15:00 +0000 IMA: This 'trading costs' campaign is misguided, and here's why... <p><!--summary start--> Here's a New Year puzzle for you. Fund A has annual charges of 1.5%, and in addition incurs annual trading costs in its portfolio of 0.2%. Fund B also has charges of 1.5% a year, but its trading costs are 0.4% a year. Which is better value for money? <!--summary end--></p> https://www.professionaladviser.com/opinion/2141871/ima-trading-costs-campaign-misguided-heres https://www.professionaladviser.com/opinion/2141871/ima-trading-costs-campaign-misguided-heres Fri, 27 Jan 2012 11:10:00 +0000 Steve Gibson on an asset mix to combat volatility <p><!--summary start--> Steve Gibson, portfolio manager of the Fidelity Multi Manager Balanced fund, explains how he is preparing his portfolio for a tough year ahead for investment returns. <!--summary end--></p> https://www.professionaladviser.com/feature/2139806/steve-gibson-asset-mix-combat-volatility https://www.professionaladviser.com/feature/2139806/steve-gibson-asset-mix-combat-volatility Thu, 19 Jan 2012 08:00:00 +0000 The 20 most consistent funds over three tough years <p><!--summary start--> First State's Martin Lau has beaten stars including Invesco Perpetual's Neil Woodford and Neptune's Robin Geffen to see his Greater China Growth fund ranked the most consistent performer over the three years to the end of 2011. <!--summary end--></p> https://www.professionaladviser.com/news/2137814/consistent-funds-tough https://www.professionaladviser.com/news/2137814/consistent-funds-tough Mon, 16 Jan 2012 15:05:00 +0000 Why diversification is about more than just a mix of assets <p><!--summary start--> AXA Investment Managers' Richard Marwood says understanding how asset classes react differently to various market conditions is the key to real portfolio diversification. <!--summary end--></p> https://www.professionaladviser.com/feature/2136895/diversification-mix-assets https://www.professionaladviser.com/feature/2136895/diversification-mix-assets Thu, 12 Jan 2012 08:00:00 +0000 PSigma relaunches discretionary service <p><!--summary start--> PSigma Investment Management is relaunching its discretionary management service as the firm looks to capitalise on the adviser community's preference for outsourcing solutions ahead of the retail distribution review (RDR). <!--summary end--></p> https://www.professionaladviser.com/news/2136460/psigma-relaunches-discretionary-service https://www.professionaladviser.com/news/2136460/psigma-relaunches-discretionary-service Tue, 10 Jan 2012 13:40:00 +0000 Equity funds see record outflows as crisis grows <p><!--summary start--> Equity funds experienced their highest ever outflows of retail money in November as investors pulled out their cash in droves amid the ongoing eurozone crisis. <!--summary end--></p> https://www.professionaladviser.com/news/2136117/equity-funds-record-outflows-crisis-grows https://www.professionaladviser.com/news/2136117/equity-funds-record-outflows-crisis-grows Mon, 9 Jan 2012 14:00:00 +0000 Fund launches fell to decade low in 2011 <p><!--summary start--> Fund launches reached a decade low last year as groups held back new products in the face of market volatility. <!--summary end--></p> https://www.professionaladviser.com/news/2136020/fund-launches-fell-decade-low-2011 https://www.professionaladviser.com/news/2136020/fund-launches-fell-decade-low-2011 Mon, 9 Jan 2012 11:15:00 +0000 IMA consulted four IFAs on Managed sector name change <p><!--summary start--> The Investment Management Association (IMA) consulted just four IFAs about the overhaul of its Managed sector model. <!--summary end--></p> https://www.professionaladviser.com/news/2128917/ima-consulted-ifas-managed-sector-change https://www.professionaladviser.com/news/2128917/ima-consulted-ifas-managed-sector-change Wed, 30 Nov 2011 15:02:12 +0000 HSBC to launch low-cost RDR friendly range <p><!--summary start--> HSBC Global Asset Management (GAM) is to launch three low-cost portfolios, offering access to global equity and bond markets as well as alternative investments. <!--summary end--></p> https://www.professionaladviser.com/news/2113840/hsbc-launch-low-cost-rdr-friendly-range https://www.professionaladviser.com/news/2113840/hsbc-launch-low-cost-rdr-friendly-range Mon, 3 Oct 2011 11:00:15 +0000 The case for crops <p><!--summary start--> Long-term global trends make agricultural commodities an interesting play, says Iain Stewart, portfolio manager, Newton Real Return and Newton Balanced funds. <!--summary end--></p> https://www.professionaladviser.com/feature/2082911/crops https://www.professionaladviser.com/feature/2082911/crops Thu, 30 Jun 2011 07:00:00 +0000 Fifth of advisers neglect annual client portfolio reviews <p><!--summary start--> Nearly one in five advisers (18%) are putting client portfolios at risk by failing to carry out annual rebalances or reviews, research by Skandia suggests. <!--summary end--></p> https://www.professionaladviser.com/news/1562996/fifth-advisers-neglect-annual-client-portfolio-reviews https://www.professionaladviser.com/news/1562996/fifth-advisers-neglect-annual-client-portfolio-reviews Mon, 23 Nov 2009 11:00:00 +0000 7IM and Sarasin go ethical <p><!--summary start--> 7IM has launched its long-awaited Ethical fund under its OEIC umbrella in conjunction with specialist investment firm Sarasin Chiswell. <!--summary end--></p> https://www.professionaladviser.com/news/1354753/7im-sarasin-ethical https://www.professionaladviser.com/news/1354753/7im-sarasin-ethical Thu, 8 Mar 2007 00:00:00 +0000