stout unapologetic on trust
Aberdeen’s Bruce Stout, manager of the Murray International Trust, which lagged benchmark returns by 3.1% in the first half of 2013, has stood by his defensive positioning, stating he is focused on capital preservation.
Author: Portfolio Adviser
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l and g brings low-cost ma fof to market
L&G Investments has unveiled a five-strong suite of multi-asset funds, which invest in the group’s index-tracking funds to gain exposure to equities and bonds and in its UK property trust to access direct property.
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dfm with money to spend coming
Acquisition-hungry AFH Financial has secured commitments for £2.8m of fundraising to further fuel an expansion strategy that has seen it complete 14 IFA takeovers since June 2011.
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lombard odier chooses calastone for milestone
Lombard Odier Investment Managers (LOIM) has selected Calastone as a global transaction platform for the sale of its Luxembourg-domiciled Sicav range.
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stevensons consistency nabs him a silver
Morningstar has given the Henderson Euro Trust an inaugural rating of silver, as the latest mandate to join its closed-ended fund ratings service launched in January 2012.
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risk-averse sectors still holding sway
The Mixed Investment 20-60% Shares Sector notched up its seventh consecutive month at the top of Cofunds’ sales table, while Standard Life Gars took the top spot for individual fund sales in July, the platform said today.
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tiers for fears
Dion Global Solutions' Steve Martin discusses the advantages of devising model portfolios with multiple tiers of investment products, so wealth managers don't have to scrimp on personalised service for their clients.
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white handed mandg north american value fund
M&G has promoted Daniel White to lead manager of its £120m North American Value Fund, supported by Richard Halle who he has worked with on the £515m European Strategic Value Fund since 2008.
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meteor launches super smart ftse
A duo of structured product launches from Meteor will offer bullish investors the potential to achieve three times the rise in the FTSE 100, or to take a geared position on positive returns from the index.
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sli gars tarnished but not out
The departure of Euan Munro from Standard Life GARS is undeniably a loss, but the fund is run using a collaborative, team-based approach which means it should not be tarnished for long, according to a research note from Kepler Absolute Hedge.
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ipo resurgence to bring new blood
London IPOs have picked up in 2013 after years of stagnation, but new listings are still at a fraction of their previous highs, according to Capita.
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pa analysis woolnough still in game of thrones
Richard Woolnough at M&G and the two Pauls at Invesco Perpetual (Causer and Read) are about as close as you’ll get to fixed income royalty.