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Balancing Act reviews the biggest cautious managed funds
New research from Informed Choice, the award-winning firm of Chartered Financial Planners, has revealed mixed results from the largest cautious […]
Julia Docker
Aug 28, 20122 min read


Don’t bag SWAG
When the fund management sector creates a new acronym for a series of investments, investors should tread very carefully. Attempts […]
Julia Docker
Aug 28, 20122 min read


Market numbers: Friday 24th August 2012
The FTSE 100 index of leading UK company shares finished the week at 5,776.60, closing flat on the day and […]
Julia Docker
Aug 27, 20121 min read


No more sex and violence
The Financial Services Authority (FSA) is proposing that Unregulated Collective Investment Schemes (UCIS) should no longer by promoted to the […]
Julia Docker
Aug 22, 20122 min read


Market numbers: Friday 17th August 2012
The FTSE 100 index of leading UK company shares finished the week at 5,852.42, up 17.91 points or +0.31% on […]
Julia Docker
Aug 19, 20121 min read


Question of the week: Are you taking too much risk?
You may or may not be surprised to learn that we very often encounter people who whilst describing themselves as […]
Julia Docker
Aug 16, 20122 min read


Preparing for the next food crisis
The worst US drought in 50 years is having a big impact on agricultural commodity prices, with the world preparing […]
Julia Docker
Aug 14, 20122 min read


Questions when a fund is merged
We often receive notifications that an investment fund is being merged with another, as a result of an acquisition or […]
Julia Docker
Aug 13, 20122 min read


Market numbers: Friday 10th August 2012
The FTSE 100 index of leading UK company shares finished the week at 5,847.11, down 4.40 points or -0.08% on […]
Julia Docker
Aug 12, 20121 min read


Is crowdfunding a good investment?
Crowdfunding has become a popular way for startup companies to raise capital and launch new products. With this successful equity […]
Julia Docker
Aug 10, 20121 min read


Stock lending & ETFs
New rules from the European Securities Markets Authority could result in the fees for Exchange Traded Funds (ETFs) being increased, […]
Julia Docker
Aug 6, 20121 min read


Absolute return funds in the FT & Telegraph
Our absolute return fund research was featured in the FT and the Telegraph this weekend. Both publications quoted our research […]
Julia Docker
Aug 5, 20122 min read


Market numbers: Friday 3rd August 2012
The FTSE 100 index of leading UK company shares finished the week at 5,787.28, up 124.98 points or +2.21% on […]
Julia Docker
Aug 3, 20121 min read


Tracker funds experience fall in popularity
Sales of tracker funds fell in the second quarter of this year to their lowest level since the first quarter […]
Julia Docker
Aug 3, 20122 min read


Monthly Investment Update: 1st August 2012
As at 31st July 2012, the FTSE 100 index of leading UK company shares closed at 5,635.28, up 1.16% during […]
Julia Docker
Aug 1, 20122 min read


Sub-zero interest rates?
Investors and savers should prepare for an environment of sub-zero interest rates, according to M&G’s Richard Woolnough. He is reported […]
Julia Docker
Jul 31, 20121 min read


Keeping our AAA rating
The UK is set to keep its coveted ‘AAA’ credit rating, according to the latest assessment from agency Standard & […]
Julia Docker
Jul 30, 20121 min read


Market numbers: Friday 27th July 2012
The FTSE 100 index of leading UK company shares finished the week at 5,627.21, up 54.05 points or +0.97% on […]
Julia Docker
Jul 29, 20121 min read


Where are the suitable absolute return funds?
A new piece of research carried out by Informed Choice, the award-winning firm of Chartered Financial Planners, has revealed the […]
Julia Docker
Jul 27, 20122 min read


Investing in an ageing population
An ageing population is an important investment theme often discussed by fund managers. I remember listening to one fund manager […]
Julia Docker
Jul 26, 20122 min read
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