// Author: Bella Caridade-Ferreira

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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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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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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08 Mar 2019 Gatekeepers and the Global sector

Having led the retail sales figures all year, perhaps it was no surprise that the Global sector was overtaken by a mixed asset sector in Q418. Plummeting equity values served to remind investors that stuff goes down as well as up – despite years of outstanding growth, investors took to more hand-wringing than perhaps a three-month downturn warranted. Global is the new black The attractiveness of the Global sector over the years – and the withering of the UK All Companies equivalent – reflects investors and their advisers’ increasing desire to leave decisions on geographical allocation to the manager. However, the sector...

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28 Feb 2019 Fundscape’s fantasy fund league

You know we love an experiment at Fundscape, don’t you? Well, here at Fundscape Park we decided to have a bit of educational fun and understand our own investing behaviours with a friendly football-based investment competition, Fundscape's Fantasy Fund League. The rules are simple and don’t involve a ball or use of the foot. Each player gets to pick up to five investments — any listed investment such as direct equities, funds, of course, exchange-traded funds, and investment trusts.
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26 Feb 2019 Standard Life cuts charges on Elevate

Standard Life today announced a price decrease for its Elevate platform for all new clients from 1st April 2019. This is a great move by Standard Life. It demonstrates a commitment to its core financial planning market and willingness to share economies of scale with advisers and end-consumers.
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