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Latest - INVESTMENT ZONE

  • AJ Bell launches ‘higher risk & return’ Passive Global Growth fund

    4 June 2018

    AJ Bell has launched a new fund within its passive multi-asset range, aiming to offer clients a higher expected return.  The Passive Global Growth fund was introduced in response to ongoing demand from long-term investors for higher risk investment strategies and the increased global outlook of advised clients, the firm said. The fund will...

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  • Easy ride is over – now investor choices become harder

    3 June 2018

    It’s time to decide between the baby and the bathwater, says Anthony Rayner, manager of Miton’s multi-asset fund range. During the QE dominant years, it didn’t seem to matter if investments fell into the ‘baby’, or the ‘bathwater’ category. More to the point, the process of ‘throwing out’ was pretty infrequent. Monetary policy was...

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  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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  • FCA finds suitability failures in automated advice services

    29 May 2018

    Automated advice firms are falling short on suitability and service, a review by the FCA has found.  The regulator looked at seven firms offering automated discretionary investment management services and three firms providing investment advice exclusively through automated channels. The findings showed that service and fee-related disclosures at most online discretionary investment management firms...

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  • 4 factors that have helped power the FTSE 100 higher

    28 May 2018

    Following February’s volatility, why has the FTSE 100 now broken through its previous high? Russ Mould, investment director at AJ Bell, takes a view I see four distinct factors that have helped take the FTSE 100 to an all-time high. 1. The FTSE 100 underperformed its global stock market peers in total return, sterling...

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  • Investors’ smart reaction to FTSE all time high

    28 May 2018

    Chris Stevenson, director of Savings and Investments, Barclays, says he is encouraged by investor reaction to the FTSE’s record closing high On Thursday 17 May the FTSE 100 closed at 7,787.97 points, just short of its record intraday high of 7,792.56 points hit in mid-January. Smart Investor customers are well engaged with the UK...

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  • FE Analytics launches Reduction in Yield Calculator

    24 May 2018

    FE has launched a new tool designed to offer paraplanners and advisers a more efficient approach to calculating the impact of all costs on portfolio returns. The FE Analytics+ Reduction in Yield (RIY) Calculator allows adviser firms to assess the impact of costs in a single figure, rather than rely on projections from product...

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  • Should investors be wary as free money ‘high’ comes to an end?

    24 May 2018

    Share prices in Europe will suffer from a period of volatility once the era of cheap money comes to an end, says RWC Partner’s Edward Rumble. The European Central Bank, alongside others around the globe, pumped billions of euros into the financial system after the crisis in a bid to keep European economies afloat....

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