News of Bestinvest’s list of ‘dog funds’ carried by mainstream media on the 23rd July sparked a widespread response and sharing through social media. The Bestinvest’s list highlights funds that have underperformed their benchmark by 10% or more cumulatively over the last three years. Major fund groups Scottish
Read more →L&G Investments is considering risk-rating its multi-manager range, which consists of the £249m Multi-Manager Growth Trust, £231m Multi-Manager Income Trust and £31m Multi-Manager Balanced Trust funds. It is the latest firm to look at risk-profiling its funds. Schroders says it is considering risk-rating some managed funds while
Read more →Interesting article in Wealth Manager today reporting that Standard Life has struck a deal with 12 fund groups (G12) to market them more heavily to advisers. Wealth Manager understands that Standard Life already has the deal in place with the 12 groups, but is set to go
Read more →Postcards from London – New Media/ Digital Marketing, RDR, and Sales Reward Reflections – May 2012 Just arrived back into a cold and wet Melbourne off the back of two and a half weeks in London. This is the first ‘postcard’ in a series of reflections from
Read more →Investec’s recently announced 75 basis point model falls in line with several other groups which have already declared how they will charge clients post-RDR. BlackRock, Rathbones, Schroders and London-based boutique City Financial are just some of those which have chosen the ‘fully clean’ 75 basis point route,
Read more →Four major fund houses have joined forces with technology provider IFDS to white-label enhanced on-line propositions for their existing direct customers ahead of the Retail Distribution Review (RDR). Schroders, Threadneedle, Jupiter and Henderson want to provide more tools for clients to manage their investments online so they have approached
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