Author: Portfolio Adviser

  • discretionaries to take on risk in 2012

    discretionaries to take on risk in 2012

    Discretionary wealth managers are looking to increase their clients’ exposure to equities, private equity and real estate in 2012 as they up risk appetite in pursuit of investment returns.

  • source lists gold etc in gbp

    source lists gold etc in gbp

    Source has listed its Physical Gold P-ETC in sterling on the London Stock Exchange, complementing the dollar listing it already has on the UK’s exchange.

  • investors throw in the towel for 2011

    investors throw in the towel for 2011

    Investors have sold out and are waiting for the New Year to see “how the land lies”, according to latest fund flows from EPFR Global.

  • martin currie gem fund opens to investors

    martin currie gem fund opens to investors

    Martin Currie’s newly-launched Global Emerging Markets Sicav is now open to UK investors.

  • 2011 - the year of the gilt

    2011 – the year of the gilt

    All year we have heard disparaging comments about gilts and their lack of investment case. Imagine my shock then when I saw six out of this year’s top 10 performing funds featuring the word gilt in their name.

  • russell launches dynamic assets fund

    russell launches dynamic assets fund

    Russell Investments has launched a new single manager fund on its OpenWorld platform, with the objective of capital preservation through exposure to assets with low correlation to more popular investments.

  • us long term positives above frontier markets

    us long term positives above frontier markets

    Simon Brett argues the long-term case for opportunities in the US centred on positives such as education, population dynamics and world class companies.

  • apollo expands its risk-rated fund offering

    apollo expands its risk-rated fund offering

    Apollo Multi Asset Management has had two more of its funds risk-profiled by Distribution Technology, taking the total range to four funds.

  • aviva expands structured product range

    aviva expands structured product range

    Aviva Investors has announced the expansion of its structured product range with the launch of the Aviva Investors Defined Growth Fund 3.

  • fsa fines former-ubs adviser

    fsa fines former-ubs adviser

    The FSA has banned and fined a former client adviser at UBS £150,000 for breaching Principle 1 of its code of conduct and failing to act with integrity.

  • top in sector shows no sympathy

    top in sector shows no sympathy

    Fund managers can outperform no matter what the environment and sympathy for those calling current market conditions “hard” should be limited, according to Jason Pidcock manager of the Newton Asian Income Fund.

  • vinculum plans us equity fund

    vinculum plans us equity fund

    Nigel Legge’s new fund management firm Vinculum is planning to launch a US equity fund during 2012.