Archive for the 'Portfolio' Category

27 Feb

Is it worth getting a second job?

Figures published earlier this month indicate that there are 2.8m workers who have been put on short-time working or have had their overtime cut, and many are trying to make up the shortfall.
Kate Philip, a chartered financial planner with adviser Independent Women in Edinburgh, says: 'We are seeing more clients with [...]

05 Feb

Bonds for all plan flops in its first week

Because interest rates are at record lows there is massive demand from private savers to invest in these bonds, which are issued by companies. The price of the bond is repaid at the end of a fixed period and interest - known as the coupon - is paid every year.
The coupon is invariably higher [...]

27 Dec

How to earn a profit from emerging markets

This means moving money away from established markets in the West and instead placing a far higher proportion of their assets in Asia and Latin America.
That is the clear consensus from leading investment advisers who highlight emerging markets, international equity income funds and absolute return funds as the key building blocks for a portfolio [...]

04 Dec

Property abroad: Venice house boats

Because, for the first time, shares are being offered in a floating home in the city of islands and canals. What's more, not only can you stay in the luxuriously kitted-out two-bedroom craft — and sunbathe on deck when weather permits — but you can also pilot it yourself around [...]

27 Nov

Bolton: China will be winner for next decade

At the end of 2007, Bolton handed over the responsibility of his hugely popular Fidelity Special Situations fund to his protégé Sanjeev Shah and took up the role of president of investments. Bolton had managed the fund for 28 years, since its launch in 1979. For those who stuck with [...]

26 Nov

Gold price closes in on $1,200

The gold spot price surged to $1,195 this morning as the dollar saw its biggest fall in 15 months, raising hopes that central banks would jump in to buy more bullion in their effort to hedge against a falling currency. Yesterday, demand was buoyed by a news report that India may consider [...]

25 Nov

Star manager Bolton back with China fund

The surprise announcement, which is likely to spark intense interest from financial advisers and investors, marks the star-fund manager's homecoming to active fund management after a two-year break. The fund will invest in China and China-related opportunities and is expected to be launched sometime in March 2010. Bolton, judged by [...]

12 Nov

Residential property fund for Sipp savers

The fund, which manages to get round the ban on investing directly in residential property through a self invested personal pension, will pay 13.5% over two years upfront. Savers can also benefit from up to 15% of any rise in the value of properties invested in, but risk a maximum fall of [...]

26 Oct

Can I switch a stocks-and-shares Isa?

I'm aware that cash Isas can be switched, but does the same apply to equity Isas? C.H.
Danny Cox, head of financial planning strategy at independent financial adviser Hargreaves Lansdown, replies: The short answer is 'yes'. You can transfer a stocks-and-shares Isa between managers or providers.
The easiest way to manage a stocks-and-shares Isa, [...]

24 Oct

Beat the strike with an online tax return

'If you want to do your Tax Return on paper, you must do it by 31 October,' the advert says.
That is this Saturday, but Stuart makes no reference to one major obstacle confronting anyone trying to follow her advice - the postal strike.
Eight million people must file tax returns each year to declare untaxed [...]

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