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Balanced Management

Investment General

The 20 most consistent funds over three tough years

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.

clock 16 January 2012 •

Managed solutions

Why diversification is about more than just a mix of assets

AXA Investment Managers' Richard Marwood says understanding how asset classes react differently to various market conditions is the key to real portfolio diversification.

clock 12 January 2012 •

Investment

PSigma relaunches discretionary service

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).

clock 10 January 2012 •

Balanced Management

Equity funds see record outflows as crisis grows

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.

clock 09 January 2012 •

Investment General

Fund launches fell to decade low in 2011

Fund launches reached a decade low last year as groups held back new products in the face of market volatility.

clock 09 January 2012 •

Investment

IMA consulted four IFAs on Managed sector name change

The Investment Management Association (IMA) consulted just four IFAs about the overhaul of its Managed sector model.

clock 30 November 2011 •

RDR

HSBC to launch low-cost RDR friendly range

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.

clock 03 October 2011 •

Balanced Management

The case for crops

Long-term global trends make agricultural commodities an interesting play, says Iain Stewart, portfolio manager, Newton Real Return and Newton Balanced funds.

clock 30 June 2011 •

Balanced Management

Fifth of advisers neglect annual client portfolio reviews

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.

clock 23 November 2009 •

Balanced Management

7IM and Sarasin go ethical

7IM has launched its long-awaited Ethical fund under its OEIC umbrella in conjunction with specialist investment firm Sarasin Chiswell.

clock 08 March 2007 •
123
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Firms told they are 'too focused' on numbers rather than services

22 September 2023 • 2 min read
02

Peer-to-peer market grows as advisers seek further diversification

22 September 2023 • 4 min read
03

FCA cancels advice firm's permissions over £11,000 unpaid fees

21 September 2023 • 1 min read
04

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

21 September 2023 • 1 min read
05

Financial advisers seek certainty on pension taxation

19 September 2023 • 1 min read
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