// June 2019

12 Jun 2019 Gatekeepers and Woodford’s woes

Every Tom, Dick and Harry has had a pop at Neil (yes, the villain has a first name) Woodford over the last few days. Countless rent-a-mouths have queued up to drizzle us with their schadenfreude (most know nothing about funds). But while they like to claim they saw it coming, they conveniently forgot to warn the rest of us. 

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27 May 2019 Volatility, value for money and gatekeepers

Over the last decade, a key feature of the retail investment landscape has been the industry’s development of risk-grading as a response to the suitability issue. How do advisers and their clients best ensure that the portfolio selected for them is most likely to produce the capital appreciation and income provision they expect, with the fewest surprises?  In other words, what is the risk that they don’t achieve their goals?  That risk has been distilled down to a single figure on a risk-scale derived from a portfolio’s expected standard deviation of returns, also known as volatility.

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24 May 2019 Zebra a no go

Last week Investec announced it was closing its Click & Invest Robo-advice service. And it didn’t hang around either — the site was taken down as soon as the announcement was made. It’s a shame because Click & Invest had the potential to be different.

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15 Apr 2019 Gatekeepers in the mix (40-85%)

Gatekeepers tend to select single-strategy funds as building blocks in broader portfolios, so the presence of multi-asset funds on gatekeeper lists is usually to cater for one-stop shoppers on D2C platforms, for ISAs for example, or to satisfy the needs of smaller investments through advisers where they may be aimed (unfairly) at so-called less-sophisticated investors.

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11 Apr 2019 Fantasy Fund League – Ocean’s 5

We continue our meet-the-manager series in our Fundscape Fantasy Fund League.  This week it's Dr Tim Burrows, manager of Ocean’s 5 team and Fundscape’s resident fund performance and maths guru.

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26 Mar 2019 Gatekeepers and the North American sector

Proponents of the passive, index-tracking approach to equity investing often make their case ­­­by underlining the efficiency of stock markets. This is especially true of the US, where research and the speed with which information is translated into price movements can make stock selection a pointless exercise.

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25 Mar 2019 7im cuts rates for HNW investors

In a move that cements its position as a platform for high-net-worth investors and family offices, 7im has cut fees for investors with more than £2m on platform. From 1st April, investors with between £2m and £5m will see their fees fall from 0.15% to 0.08% for assets between £2m and £5m, while those with more than £5m will see fees drop from 0.15% to 0.05% on balances over £5m.

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21 Mar 2019 How do platform exit charges stack up?

Following the recent release of the FCA’s Investment Platforms Market Study final report, the regulator has launched a consultation on the exit charge issue which will consider either a ban or cap on platform exit fees. The potential ban on the charging of exit fees by platforms will, the regulator believes, improve competition and make it easier for investors to switch platforms. Here we drill down into who charges and who doesn’t in the platform world.

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12 Mar 2019 Fantasy Fund League – Choo Choo Revenue

We launched our Fundscape Fantasy Fund League mid January (click here to find out more) and this week we kick off our weekly series of meet the manager blog posts. This week it's the Choo Choo Revenue team managed by Jacques Ferreira, data analyst at Fundscape, (more about Jacques). Read on to find out why he picked his funds...

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