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Archive | 2014

City Financial - website

Fidelity MoneyBuilder Balanced fund added to Recommended Fund List

The Adviser Centre has added the Fidelity MoneyBuilder Balanced fund to its ‘Recommended’ list. Gill Hutchison, Head of Investment Research, City Financial, comments: “The fund’s primary aim is to deliver an attractive and regular level of income, with the potential for capital growth. By dint of the innately conservative approaches employed by the two managers […]

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Stonehaven Logo November

Popularity of equity release rises thanks to pension changes

Three quarters of advisers believe that equity release will become more important among over 55s following on from the proposed changes to the pensions market which are due to come into force next April which will give retirees more control over their pension pots. According to the survey* carried out by Stonehaven, the equity release […]

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Moore Stephens 250

No let up for insurance firms in 2015

2014 has been a difficult year for the insurance industry, and Simon Gallagher, head of Insurance Industry Group at Moore Stephens warns that this could be just the beginning: “The main challenge for the insurance industry over the coming year is to compensate for a tough environment to make money while being seen to be […]

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City Financial - website

The Adviser Centre Bulletin: Invesco Perpetual Global Targeted Returns fund moved to Recommended Fund List

The Adviser Centre has moved the Invesco Perpetual Global Targeted Returns fund from the Positive Watch list to the Recommended list. Gill Hutchison, Head of Investment Research, City Financial, comments: “As a Positive Watch fund, we cited a number of reasons why we were still watching the fund but we now have sufficient confidence in […]

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Harrington Cooper

Harrington Cooper appointed UK distributor of Oaktree fund range

Harrington Cooper, the fund distribution company, has been appointed by Oaktree Capital Management (Oaktree) to distribute its UCITS SICAV fund range to professional fund selectors in the UK. Oaktree is a leading global investment management firm with $93 billion* in assets under management (AUM), over 900 employees and offices in 17 cities worldwide. The firm was […]

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RateSetter selects Equifax as data insight provider

Equifax, the consumer and business insights expert, has expanded its footprint in the alternative lending sector.  RateSetter, the fastest growing major peer-to-peer (P2P) lending platform in the UK will utilise Equifax data insights and identity verification solutions to assist in making good decisions on behalf of its lenders, offering them an additional layer of protection […]

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GAM logo 2

Tech on your Christmas list? What about in your portfolio? 2015 investment outlook from fund managers at GAM and Swiss & Global

With Christmas approaching the latest technology is high on many wish lists. Tech is also a major influence on how investment should be approached. Here we provide you with insight from various GAM and Swiss & Global Asset Management investment experts on how tech will influence investment strategies for 2015. Mobility & Marketing “Enterprise mobility […]

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GAM logo 2

Think beyond the mainstream for your 2015 bond allocation: 2015 investment outlook from the fund managers at GAM and Swiss & Global

As the 30-year bull market for bonds is coming to an end, GAM and Swiss & Global Asset Management comment on alternative fixed income strategies that have the potential to deliver real returns in a rising interest rate environment: Mortgage-Backed Securities “Some investors still mistrust the MBS asset class. This is a mistake – not […]

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Euromoney Indices launches intraday index service

Euromoney Indices (EI) today announces the launch of Precision, an intraday index levels service that enables fund providers to synchronise fund performance and valuations with their benchmarks. Users of the new service include Henderson Global Investors. Intraday levels are available for all Euromoney indices at any time during European trading hours. This ensures exact coordination […]

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