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Investment Funds

Putting liability driven investing into practice

Utilising the techniques of liability driven investment (LDI) can bring rich rewards and help counter many of the major problems which have beset retail or institutional investors in recent years, according to research published by fund manager, Standard Life Investments.

Shares deliver 40% higher returns than cash to ISA investors since launch

ISA savers who have contributed £3,000 a year since the tax-efficient plans were launched in April 1999 would have been nearly 40% better off if they had chosen a UK shares fund rather than cash, says Fidelity International.

Coventry staff choose their ‘Charity of the Year’

Coventry Building Society is delighted to announce that the Royal National Institute of the Blind (RNIB) has been chosen as its first ever ‘Charity of the Year’.

Significant fall in investor confidence in property

Interest rate rises have had a significant impact on people’s belief in property as an investment category, according to latest findings from the Standard Life Savings & Investment Index.

India: Prudence ahead of tax cuts

Market reaction to yesterday's Budget in India was subdued. However expectations of a 'tax giveaway' by some commentators, in the form of personal and corporate tax cuts, failed to materialise.

S&P upgrades Schroder Managed Balanced

Standard & Poor’s have upgraded Schroder Managed Balanced Fund from A to AA rated. The fund managed by Andrew Yeadon, has returned 11.73% over one year, outperforming the Balanced Managed Sector average by 3.08% placing the fund in the top decile. Over three and five years the fund has produced returns of 49.92% and 57.35% respectively.

Investment trust pioneer to launch closed-end fund of hedge funds

F&C, whose flagship Foreign & Colonial Investment Trust was the first such investment vehicle of its type, has announced plans to give investors access to a portfolio of hedge funds through a new listed investment company.

Charities no longer complacent says JPMorgan Asset Management

The JPMorgan Asset Management Charity Investment Industry Survey 2006 finds that charities retain the optimism shown in last year’s survey, but are showing some caution. This is in contrast to the findings in 2005, where the overriding theme was of bullishness.

Gartmore growth opportunities raises £30 million of new assets

Gartmore Growth Opportunities plc (“GGO” or the “Company”) announces the results of the offer for subscription of conversion shares (“‘C’ Shares”) (the “Offer”).

JPMorgan Asset Management funds added to Standard Life’s Life and Pensions platform

JPMorgan Asset Management is pleased to announce the addition of the JPM Global Property Securities Fund and the JPMorgan Cautious Total Return Fund to Standard Life Assurance Ltd’s Life and Pensions platform.

Global equity sell-off- Where do we go from here?

Following the recent sharp sell-off in global equities, Paul Niven, Head of Asset Allocation at F&C Investments in London, comments:

F&C launches new fund for US based socially responsible investors

F&C Investments, a pioneer of socially responsible investment in Europe, is to launch an ethically-screened international equity fund for US based institutional and high net worth investors.

Improving fund ratings demonstrate growing strength of asset allocation sector

The growing market for sophisticated multi-manager products has led to a boost in the quality of funds in the asset allocation sector, says Standard & Poor's Fund Services in its latest report on the sector on funds-sp.com.

New funds available on Standard Life Bonds and Pensions

Standard Life has announced that a further 14 funds have been added to its Life and Pensions range.

Investment funds under management rise in January

Investment funds under management of £411 billion in January saw a small rise from December and were 15% higher than January 2006, according to the Investment Management Association (IMA). ISA funds under management of £51 billion, however, saw a marginal fall in January, but were 11% higher than the previous year.