Posted by Flora Maudsley-Barton | August 10, 2016
This blog post is for you if you would like a ‘plain English’ explanation of the property fund suspensions, levies, postponed surrenders and property fund penalties that we have heard about recently.
In early July, property funds began to announce s…
Posted by Flora Maudsley-Barton | June 24, 2016
The news this morning has shocked stock markets and we understand that you will want to know how your investments will be affected.
You might be wondering if you should sell out until the trouble blows over. We expect lots of ups and downs in the nex…
Posted by Flora Maudsley-Barton | April 16, 2014
Now that Schroders are in charge, they have now turned their attention to making changes to their range of UK OEICs and unit trusts.
Some of the fund names have changed, for example, the Strategic Bond funds are now named ‘Strategic Credit funds’.
Posted by Sean Maudsley-Barton | February 14, 2014
You may have received a letter about your investment in Cazenove’s UK Smaller Companies Fund. Skandia were first out of the blocks, sending out their letter on 27th December 2013. Cofunds and Fidelity customers were notified in late January with a fe…
Posted by Malcolm Wallace | January 24, 2014
‘2013 was a good year for Greece’ – some unexpected words to start our first bulletin of the year with, but among some truly impressive stock market performances in 2013 the Greek index was up 27% to close at 1,163. It’s perhaps still not the place whe…
Posted by Malcolm Wallace | January 17, 2014
Happy New Year and welcome to our first newsletter of 2014!
After a fantastic 2013, we’re looking forward to another great year here, with plenty on the horizon for all of us over the next 12 months.
With an election year coming in 2015, it’s likely …
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