Aberdeen targets diversification with new fund launch

Aberdeen Asset Management has launched a fund that aims to generate returns that aren’t dependent on ‘traditional asset classes’.   The Aberdeen Alternative Strategies fund, run by Russell Barlow, will offer investors access to a portfolio of alternative strategies to diversify returns against traditional asset classes.   The fact it does not rely on traditional […]

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Isa limit to increase to £15,240

The Isa limit will increase to £15,240 from £15,000 from next April roughly keeping pace with inflation. There was no mention made of a total cap on Isa investments in the Autumn Statement, which some industry experts had feared could be introduced. Adrian Lowcock, head of investing, AXA Self Investor says: “We welcome the Chancellor’s […]

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UK equity income sees £1bn net sales in July

UK Equity Income was the best-selling mutual fund sector in July with net retail sales of £1.0 billion out of total sales of £1.9bn. Tracker funds net retail sales highest on record with net retail sales of £532 million. Equity continued to be the best-selling asset class by far in July with net retail sales […]

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India funds are best performers in May. Property best sector in year to date

India accounted for 4 of the top 10 performing funds in May as the election drove the market to new highs. Property has been the top performer in 2014 so far, boosted by growing confidence in the economy. Japanese equities rebounded in May, but were worst performing sector in 2014 returning -6.22% according to Hargreaves […]

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UK equity income sector sees record sales to investors of £500m in April

UK Equity Income sector saw the highest net retail sales on record at £500 million according to the Investment Management Association. Overall net fund sales to retail investors were £2.9 billion – the highest since April 2011. ISAs saw net retail sales of £1.3 billion. Daniel Godfrey, IMA chief executive, says: “Fund sales were just […]

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From equity income to property to commodities: Our round up of this year’s ISA ideas from investment advisers and fund selectors

Investment journalist Cherry Reynard has been writing about the various mutual fund sectors, summarising what they do, how they have performed and asking investment advisers, fund selectors and multi-managers for their recommendations. We bring you a summary of those recommendations and their comments below. Government bonds Gavin Haynes, investment director, Whitechurch Securities “Funds in the […]

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Isa ideas – government bond funds – too expensive or still a safe bet?

Investment journalist Cherry Reynard looks at the government bond sector and asks has their time passed or is there still a case for investing? Government bonds are loans issued by governments to fund spending. Investors receive interest from those loans and the level of interest will depend on the perceived riskiness of the country. For […]

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The New ISA – what it means for you

Chancellor Osborne gave savers an unexpected boost in this week’s budget, with significant changes to the Isa rules. He raised the maximum investment threshold, announced simplifications to the structure and allowed the inclusion of new investment types. Isas have always been popular, but should now be a more potent force in a saver’s arsenal. Cherry […]

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Chancellor George Osborne heralds a savings and pensions revolution in a populist pensioners’ budget

The Chancellor of the Exchequer George Osborne has heralded a savings revolution with a radical shake up of pensions, annuities, income drawdown and Individual Savings Accounts. The annual Isa limit is to increase to £15,000 from July. The cash Isa and stocks and shares Isa regimes are to merge thus the cash Isa limit  to […]

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High yield corporate bond funds – all you need to know and some expert recommendations

High yield bonds offer a higher income than conventional bonds – hence the term junk bonds and as that name suggests investors must be willing to take a higher risk that the bonds will default. These loosely divide into two main types: developed market high yield corporate bonds have been extremely popular, as investors have […]

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