Investment Adviser articles from April 2006

Investment Adviser archives from April 2006

Premier and Renn join forces for new US fund.
April 3, 2006

Bespoke offers an alternative.
April 3, 2006

Invesco Sicavs feed specialist demand.
April 3, 2006

Transact hits AGBP2.3bn mark.
April 3, 2006

VCT holding period increase leaves IFAs largely unfazed.
April 3, 2006

Oil price rise debated.
April 3, 2006

Koreans stash cash.
April 3, 2006

Neptune forecasts a strong year for European markets.
April 3, 2006

Isa sales near 2001 levels as year closes.
April 3, 2006

Isa risk appetites sated by Far East.
April 3, 2006

Disparity of returns is a major cause for concern.
April 3, 2006

Cash is king for New Star UK Alpha fund.
April 3, 2006

A widening remit.
April 3, 2006

Merrill gets Latin bug.
April 3, 2006... Will Landers, new manager of the AGBP260.6m Latin American trust at Merrill Lynch, said he would take a more positive outlook towards growth than previous manager F&C. Merrill Lynch took over management of the former F&C AGBP260.6m Latin...

Shires cautions on small cap modesty.
April 3, 2006

Manager cautious in preparation for fall.
April 3, 2006

Pension on platform plans get thumbs up.
April 3, 2006

No A-Day tax relief on unquoted shares.
April 3, 2006

Ucits III powers fail to spur equity shorting.
April 3, 2006

Competitive charges will spur increase in Sipp sales.
April 3, 2006

FSA gets kudos on hedge fund decision.
April 3, 2006

Gartmore's AGBP23m trust to be run by Premier AM.
April 3, 2006

Aberdeen trust attributes new success to IT stocks.
April 3, 2006

T Bailey gives IFAs share class access.
April 3, 2006

Final fling for VCTs before market falters.
April 3, 2006

Property shares are no cause for alarm.
April 3, 2006

So very taxing.
April 3, 2006

MLC platform gets lifestyle modelling service addition.
April 3, 2006

You can find high-yielding stocks outside the UK: Asia Pacific ex Japan is actually the highest yielding region in the world.
April 3, 2006

Cash is king as complacency abounds.
April 3, 2006

Is the US biting the hands that feed it?
April 3, 2006

Time to steer clear of corporate bonds.
April 3, 2006

Methodology behind the Standard & Poor's UK Fund Awards 2006.
April 3, 2006

Congratulations Mr Bickley.
April 3, 2006

The Winners.
April 3, 2006

A divorce from the endowment policy.
April 3, 2006

Halbis heads new HSBC fund.
April 3, 2006

Can anyone say China Bingo?
April 3, 2006

Strength in depth proves a winner for two of industry's biggest providers.
April 3, 2006

Highlighting consistent returns over a range of funds.
April 3, 2006

Can you say that again, Mr FSA?
April 3, 2006

A more modern approach.
April 3, 2006

Currency: liquidity with low correlation.
April 3, 2006

Not just for trainspotters.
April 3, 2006

Two steps forward, one step back.
April 3, 2006

Taking the chance.
April 3, 2006

With due care and attention.
April 3, 2006

Sector comment.
April 3, 2006

Sometimes you need to look at both sides of the coin to get the real picture.
April 3, 2006

Finding the most successful cheat.
April 3, 2006

Knowing when to use the "barbell"strategy.
April 3, 2006

Axa beefs up its Japan desk at Swip's expense.
April 3, 2006

Fidelity tops the heap at S&P awards.
April 3, 2006

Don't believe the price fixing hype.
April 3, 2006

US interest rate hikes near end.
April 3, 2006

Zoom in or pan out?
April 3, 2006

Cazenove avoids junk bonds.
April 3, 2006

Whitechurch welcomes Newton to bond market.
April 3, 2006

IFAs get SL wrap preview.
April 3, 2006

Choose the widescreen option.
April 10, 2006... As we said last week, cash revenues in British companies are well above those of their European counterparts. It is understandable that investors are keen to get their hands on some of this cash, and one of the quickest ways to do this is by...

sector comment.
April 10, 2006... Over the last two weeks we analysed the UK Equity Income sector through the first of our filters -" High Yield/Low Yield/Small Cap /Europe/Bonds and Cash. Over the next two weeks we will filter on Large Cap/Mid Cap/ Small Cap/ Europe/Bonds and...

Even the worst performing funds only fell a relatively small amount.
April 10, 2006... Key to understanding the returns-based style analysis tables is realising the categories listed refer to the behaviour of the underlying assets rather than definitions of what is actually held in each portfolio. This means that while the...

Semantics and pedantry are key.
April 10, 2006... What a fitting moment the end of the tax year is to review this particular sector -" and especially the top performing funds in it -" as the Isa rush reached its peak last Wednesday. When the statistics are assembled, I suspect that UK...

The art of breaking free from the ties that bind.
April 10, 2006... With just AGBP880m under management Olim may seem like just another boutique, but its performance numbers suggest a house punching above its weight. In a sector characterised by strong performance figures, Olim's AGBP5.2m UK Equity Trust is...

Canada Life boost for bond investors.
April 10, 2006... Canada Life is offering investors in its Flexible Investment Bond an additional 1 per cent allocation on new investments into the top-performing Canada Life Defensive Managed Fund, as well as its new Canlife Managed Distribution and Canlife...

VCT season ends with a big bang.
April 10, 2006... A final rush of VCT assets through the door has led to several achieving their fund raising target. As at 6 April, 15 issues out of 42 had closed to investors, while only one, the Icon Asset media VCT, being withdrawn from the market. Fund...

Vultures circle over Aberdeen Ratebuster.
April 10, 2006... Product providers Close and Dawnay Day Quantum are among the names circling to swoop in on the assets of the dying Ratebuster fund. The AGBP52m Ratebuster fund will close to investors on 11 April, just one year on from launch. The fund has...

Wesleyan unveils sixth bond.
April 10, 2006... Assurance society Wesleyan has launched its sixth guaranteed income bond. This combines capital protection and an income over five years. The bond guarantees a net income of 3.75 per cent per year, paid on a monthly basis, and the return of the...

DWS alumni make waves at F&C with blanket changes.
April 10, 2006... F&C's latest UK equity team recruits have been ringing in the changes since joining the company. The former DWS team, which joined F&C at the end of last year -" launching three funds and taking over existing mandates -" has also been...

Japan markets could swing either way.
April 10, 2006... Japan's recovery may have been spectacular so far, but a leading fund manager has questioned whether it can continue. Last week, the Topix index beat its 14-year record by closing at 1775.67 last Thursday, the highest it had been since...

Savings gap gets a Standard measure.
April 10, 2006... Standard Life has embarked on a mission to track changing attitudes to savings and investments. The company's Savings and Investment Index, launched this week, will measure consumer appetite for investments from a cross section of more...

Opportunity knocks as Saracen dives in.
April 10, 2006... Investment boutique Saracen Fund Managers has spotted a chance to delve into UK large caps to generate strong returns. The two managers of the AGBP52m Saracen UK Growth fund, ranked second in the IMA All Companies sector, are hoping that...

Managers switch to Nurs to bolster funds.
April 10, 2006... Henderson and Gartmore are the latest managers taking advantage of the wider investment powers afforded by the non-Ucits retail scheme across their multi-manager ranges. Henderson's decision to convert its fund of funds range to Nurs last...

Kick-out bonuses due for investors.
April 10, 2006... Investors in structured products based on the FTSE100 are in line for a raft of plan kick-outs in the coming months, according to new research. Last week NDF said its Defined Bonus Plan was kicking out after only two years, giving...

Hands off our money, managers warn gov't.
April 10, 2006... Old Mutual and Royal London Asset Management have warned the government to keep its hands to itself after the Treasury launched an inquiry into the competitiveness of UK plc. Following the Budget, a House of Commons Treasury Select...

Matrix sees hedge fund interest rise.
April 10, 2006... UK IFAs are showing increasing interest in hedge fund and absolute return products, Matrix Money Management has said. Bridget Guerin, managing director for Matrix, said: "The number of UK IFAs interested in funds of hedge funds has grown...

US growth fades as Europe and Japan equities rebound.
April 10, 2006... The robust growth with which the US economy started the year is set to fade in the coming months, according to Haydn Davies, chief economist at Barclays Global Investors. By contrast, he argued in BGI's latest Market Outlook commentary,...

Women's fund to fix on market gap.
April 10, 2006... Investment manager Stargate is hoping to change people's attitudes towards investing in women-focused businesses through its Trapezia Enterprise Investment Scheme. The fund was launched in September by Stargate and has raised AGBP2m so...

Tailored funds to make right choice.
April 10, 2006... Winterthur Life has added 23 new funds to its Tailored Selection fund platform, bringing the total number of funds available to 92. They include the AGBP815.5m Artemis UK Special Situations fund and the AGBP17.5m Goldman Sachs Bric Equity...

New issues increase the ranks of the listed.
April 10, 2006... Fund managers have predicted that a wave of initial public offerings so far this year will turn into a flood in the next few quarters. A survey from accountants KPMG reports that seven companies have joined the London Stock Exchange in the...

JPMorgan begins switch countdown.
April 10, 2006... Investors in the AGBP196.88m JPMorgan Elect investment trust have until 28 April to decide if they want to switch to another of the trust's share classes. Shareholders in any of the share classes -" managed growth, managed income and...

New rules are no big deal for companies.
April 10, 2006... Managers have hit back at initial claims that the VCT industry was not prepared to cope with new regulations forcing them to invest in smaller companies. New rules reducing the size of a company a VCT can invest in from AGBP15m to AGBP7m...

Global equities likely to level as corporate earnings slow.
April 10, 2006... Global equity markets will enter a period of sideways trading as economic growth accelerates but corporate earnings slow, Robert Parker, vice-chairman of Credit Suisse, has claimed. He said that gross domestic product growth in the US could...

Artemis to axe US Growth.
April 10, 2006... Artemis is set to close its direly-performing AGBP3.6m North American Growth fund to concentrate on its core strengths in UK and European funds. Artemis said it was undertaking an intense review of the fund and was considering the option...