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Investment Funds

JPM Emerging Markets Alpha Plus Fund receives 'A' Rating

OBSR has awarded the JPM Emerging Markets Alpha Plus Fund an ‘A' rating. OBSR said that the fund offers a concentrated portfolio of emerging markets companies and importantly, seeks to outperform its index with significantly lower volatility by capturing a significant portion of the upside whilst protecting on the downside over a market cycle.

M&G Optimal Income fund

Andy Parsons, Advice team manager at The Share Centre, explains how investors looking to generate additional income while adding some spice to their portfolio, could benefit from the M&G Optimal Income fund.

Luis trims high yield exposure

F&C's Fatima Luis is significantly trimming exposure to the strong performing high yield market, in which many valuations are looking increasingly vulnerable, as the risk/reward trade-off so attractive at the beginning of 2009 subsides.

Aviva launches new with-profits money-back guarantee

Aviva is to introduce an innovative continuous money-back guarantee option for new with-profits investments in response to customer demand.

Threadneedle November Investment Strategy 2009

Sarah Arkle, Chief Investment Officer at Threadneedle, comments on investment strategy for November: "Global economic figures released over the last month have been rather more mixed than the generally better than anticipated figures seen in the previous months.

Liquidity to drive WWW-shaped global growth

Comment by Stuart Thomson, economist at Ignis Asset Management: "Hands up those who believe that the UK economy contracted by 0.4% during the third quarter.

Schroder US Mid Cap fund

Andy Parsons, Advice team manager at The Share Centre, explains how investors wishing to add broader diversification to a US mainstream holding, could benefit from the Schroder US Mid Cap fund.

Earnings surprises should support further gains in Chinese equities

Positive earnings surprises should support further gains in Chinese equities, according to Philip Ehrmann, manager of the £200m Jupiter China Fund.

European investors ignoring upside potential of US equities

Despite the US being the world's leading economy with the largest stock market and also home to many of the world's most prosperous and innovative companies, many European investors remain structurally underweight in US equities.

Ascentric assets up 70% to hit the £1 billion mark

Funds on the Ascentric Wrap platform have passed £1bn marking a record year for Ascentric with assets under administration rising by 70% since the start of 2009.

Threadneedle passes £500m AUM on Skandia platforms

Threadneedle today announced that it has passed £500m of assets under management on Skandia's investment platforms.

Allianz RCM BRIC Stars fund

Andy Parsons, Advice team manager at The Share Centre, explains how investors looking for exposure to Brazil, Russia, India and China as well as other emerging markets, could benefit from the Allianz RCM BRIC Stars fund.

Wealth age just as vital as heart age says AXA Wealth

AXA Wealth is urging people to examine their wealth age as well as their heart age as they approach retirement.

Emerging markets to top performance charts, predict investors

The majority of UK investors believe that emerging markets will continue to be the best performing equity market region over the coming years, according to major consumer research conducted by Ignis Asset Management.

Legal & General Property acquires Lotus Park in Staines

Legal & General Property announces that it has acquired the freehold interest of Lotus Park, The Causeway, Staines from McKay Securities Plc, for £24.23 million, representing a net initial yield of 8.55%.