SJP flags RWC and Majedie mandates for poor performance in debut value assessment
SJP Equity Income and UK Growth among the five funds placed on wealth manager’s ‘watchlist’
SJP Equity Income and UK Growth among the five funds placed on wealth manager’s ‘watchlist’
Knight Frank offers ‘small glimmer of hope’ but portfolio remains shut due to liquidity issues
Platform group’s shares dived 11% last month, making it Finsbury Growth & Income’s biggest detractor
Central bank shows unwillingness to cut but deflation could force its hand
‘His ability to pick potential winners ‘off the beaten track’, particularly unquoted companies, is completely unproven’
But portfolios are currently 60% exposed to active management given the uncertainty of markets
The key events for UK wealth managers for the week starting 13 July
Baillie Gifford Managed emerges as the top performer across all three IA Mixed Investment sectors since the Covid sell-off
CIO Tom Beal describes value as ‘one of the most established and successful ways of investing in equities’
Tax efficient portfolio will avoid overcrowded areas of the Aim market
‘I can’t believe that these allegations came as a surprise to anyone’
Tyndall North American fund manager reckons US equities are less efficient in the age of coronavirus