boltons fund struggles to neutral rating
Anthony Bolton’s Fidelity China Special Situations Fund has been given a ‘neutral’ rating by Morningstar at the launch of its new investment trust analyst ratings service.
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Author: Portfolio Adviser
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it performance theory no sound basis
Investment from fund managers into their own investment trust has traditionally been seen as a sign they have more at stake and so are likely to perform better. But our research suggests otherwise…
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l and g structured product
Legal & General has raised the level of early bonus and final bonus payments on its latest structured ‘kick out’ investment plan, the Early Bonus Plan 4.
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ashcourt rowan continues revamp
Ashcourt Rowan has appointed industry veteran Jim Roberts as a non-executive director, as the firm’s newly-appointed CEO focuses on returning it to profitability.
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threadneedle poaches avivas richards
Iain Richards has left Aviva Investors to join Threadneedle Investments as head of governance and responsible investment.
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go long and go high yield for bond allocations
Chris Iggo gives his motivations to buy long duration and suggests ‘equity-lite’ for those who are more positive about the global economy.
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kestrel expands investment management team
Boutique investment management firm Kestrel Investment Partners has expanded its team with the appointment of Stuart Rollason as a portfolio manager.
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absolute return sector back in favour
Absolute Return UK funds bounced back into favour in November with net retail sales of £164m for the sector as a whole, which put it second only to the Cautious Managed Sector.
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gilliat launches growth option on top product
Gilliat Financial Solutions has announced the launch of a new Income Builder Plus Plan, with an added growth option that will see it categorised as a CGT rather than income tax product.
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ishares dominates as investors back physical
iShares’ EMEA ETF business saw inflows jump 43% in 2011, as investors demonstrated a preference for physically-backed products.
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parmenion and arjent join forces
Adviser support specialist Parmenion have partnered with boutique investment management firm Arjent to deliver a range of portfolios under the Arjent Managed Portfolio Solution banner.
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fourth ima managed sector in the balance
The delayed launch of the IMA Mixed Investment 0-35% Shares Sector could happen as ‘early’ as this week since at least two further firms have shown interest in it, the IMA has said.