Potential increase in ‘charge cap’ on pension schemes would allow greater investments in ESG funds

Gill Millen, Managing Director quoted in Wealth Adviser, 4th March 2021

“Raising the cap could enable pension providers and investment managers to create more ESG funds for the general public to invest in. This would not only help to build better outcomes for members of workplace pensions, but also support the UK’s objective to become a more sustainable economy as we emerge from the Covid-19 crisis.”

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Potential increase in ‘charge cap’ on pension schemes would allow greater investments in ESG funds

Gill Millen, Managing Director quoted in IFA Magazine, 3rd March 2021

“Any potential increase in the charge cap on DC pension schemes would make ESG funds far more accessible to the general public. As ESG funds have traditionally charged higher fees, people with workplace pensions haven’t been able to access them.”

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FTSE tech index performance eclipses FTSE 100 over last 12 months

Charles Incledon, Client Director quoted in Property Funds World, 18th February 2021

The US listed tech sector contains some of the biggest winners from the pandemic including tech giants Amazon, Apple, Netflix and DocuSign, the online signature platform, which has seen its share price more than treble in 12 months. However, Bowmore Asset Management says that some US tech stocks are now suffering from overstretched valuations.

Bowmore also points out that many listed UK tech companies have been acquired in recent years depriving the UK index of that boost to its performance. Takeovers of leading UK tech businesses include the acquisition of chip designer Arm and Inmarsat, the satellite telecoms provider.

Read more: https://bit.ly/3qxWspT

FTSE tech index strongly outperforms FTSE 100 over last 12 months

Charles Incledon, Client Director quoted in Wealth DFM Magazine, 17th February 2021

The London Stock Exchange’s technology index, the FTSE techMARK 100, has strongly outperformed the FTSE100 over the last 12 months, rising by 7% whilst the FTSE 100 has fallen 12%.

The research highlights the outperformance of technology companies during the coronavirus pandemic. The repeated lockdowns and resulting shift in consumer habits and behaviour have benefitted many tech businesses, resulting in some share prices surging.

Read more: https://bit.ly/2ZpxnS3

Active fund managers outperforming passive funds as Covid reverses fortunes

Charles Incledon, Client Director quoted in Wealth Adviser, 9th February 2021

“2020 was not the year to rely solely on passive funds. Not all active fund managers can beat the market, but the best active managers continually demonstrate that they can. It’s vitally important to have those funds in your portfolio when markets are falling, as much of the outperformance tends to come from downside protection”.

Read more: https://bit.ly/2OjCYXE

Are active funds back in fashion? Sales broke records at the end of a volatile 2020 as fund managers beat trackers

Charles Incledon, Client Director quoted in The Daily Mail, 9th February 2021

“Times of turbulence are when conviction trades really matter. The pandemic has created a situation where there are significant winners and significant losers.

Tracking an entire market in this type of situation means you will benefit from the winners but will also suffer as a result of the losers. Therefore, now more than ever, being selective is vital.”

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Active fund managers outperforming passive funds as COVID reverses their fortunes

Charles Incledon, Client Director quoted in IFA Magazine, 8th February 2021

“The value of conviction applies to wealth managers as well as fund managers. We have outperformed our benchmarks and our peer group by making selective trades as a result of well-informed asset allocation calls.  Telling our clients to sit tight whilst we do nothing was not an option for us when a seismic shift in economic trends and conditions was occurring. They have thanked us for that now”.

Read more: https://bit.ly/3d5CHlN