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Archive for the ‘Unit Trust’ Category

FTSE Heads for Record Quarterly Gain

Wednesday, September 30th, 2009

London equities rose towards their best quarterly performance on record, with strong gains for insurers on growing hopes of further bid activity in the sector.

Overall, the FTSE 100 rose 25 points to 5,184.82, on course for the best quarterly performance in its history. By the end of the previous session, the index stood 21 per cent higher since the start of July.

 

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Even cautious investors could have greater returns!

Friday, August 14th, 2009

A frustration of mine is visiting new clients who have been invested in funds that could have been performing better. This is often the case when their adviser or bank is not reviewing their portfolios on a regular basis and recommending fund switches. In some instances the adviser is reviewing the portfolio however the product does not offer an open architecture fund choice therefore the panel of funds available to recommend are not always the best performing funds.

 

Example;

Investec Cautious Managed Fund has outperformed Halifax Cautious Managed Fund by 10% in the last year!

Investec Cautious Managed Fund Fact Sheet - Halifax Cautious Managed Fund Fact Sheet

 

Quite often I am able to either recommend a switch still maintaining the clients investment risk profile, or recommend a new product with greater fund choice often at no extra cost to the client.

 

Working for Lyndhurst all my investment clients are reviewed at least annually and more frequently if requested. If you would like any of your Pension, ISA, Unit Trust or Bonds reviewed please do not hesitate to contact me. As always our initial consultation is free.

 

Clive Gadsden

Financial Adviser

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