November 2017
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Latest - INVESTMENT

  • Disruptors: The impact of online retailing on commercial property

    13 November 2017

    Charu Lahiri, investment manager at Heartwood Investment Management, looks at the how the rise of online shopping is continuing to effect the market and what that means when purchasing and investing in commercial property. Online retailing is an evolving landscape that is leading to structural shifts in the commercial property market across the globe....

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  • Big brands under threat from social media risk

    9 November 2017

    If you’re paying more than double the going rate for branded batteries, what else are you overpaying for? Rathbones head of multi-asset investments David Coombs asks: How long will those brands last before people realise and ditch them in droves? I was in the middle of brushing my teeth the other night when the...

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  • Canada Life launches 5 passive life and pension funds

    9 November 2017

    Canada Life has launched five new low-cost life and pension funds as part of its first “large-scale push” into the passive funds sector. The Canlife Passive Portfolio funds of funds have low Ongoing Charges Figures of between 0.20% and 0.24%. Alongside these, Canada Life is also launching 11 new links to single strategy passive...

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  • Parmenion platform gives access to Russell Investments 10 model portfolios

    7 November 2017

    Parmenion has joined forced with Russell Investments to allow advisers to invest in a suite of Russell Investments model portfolios through the Parmenion platform. This offers adviser firms access to 10 discretionary managed and risk rated funds, ranging from secure through to aggressive plus. Each of the risk grades is built from a mix...

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  • EIS Association publishes ‘Under the Bonnet’ guide

    2 November 2017

    The Enterprise Investment Scheme Association has created a guide outlining the benefits of Enterprise Investment Schemes to investors and small companies, amid growing interest in the area.  EIS: Under the Bonnet details the path of an EIS investment, from the initial sourcing of funds from UK tax-paying investors through the different stages to the...

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  • New fund raising for Calculus VCT

    1 November 2017

    Calculus Capital has launched fundraising for its venture capital trust, aiming to deliver investors an annual dividend of 4.5%, or 6.1% for investors who receive 30% income tax relief.  The proceeds from the fundraising will be used to invest in new companies and to provide additional funding to existing portfolio companies, the firm said....

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  • Fixed interest: Too many benchmark huggers?

    31 October 2017

    To invest in fixed interest investments, you need to be outcome not benchmark focussed, argues David Jane, manager of Miton’s multi-asset fund range It’s a simple but depressing fact that the vast majority of investors, or at least investment managers, are to some extent trying to beat an index. This isn’t necessarily a problem,...

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  • Multi-pot capability across wrappers: Giving clients control and composure

    31 October 2017

    “What are your plans for retirement?” This simple question leads very quickly into a complexity of choice and risk, the landscape in which financial advisers operate, as they solve problems for their clients, says Patrick Ingram, Retirement Specialist at Parmenion. Let us take the everyday situation of a couple approaching their 65th birthdays. They...

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