i.e. meets the fund managers
Jupiter, F&C, Shaxon and King and WHEB Investment managers all played host to the advisor team from i.e. last Wednesday.
The team meets regularly with the fund managers to ensure the personal link with the "decision" makers is maintained. Particularly impressive was the new team at WHEB and we are defiantly interested in their offering.
Jupiter maintain their cutting edge (and do good sandwiches) and of course the investment team at King and Shaxon had yet more interesting opportunities for the portfolio client.
F&C were the only investment team that maintains clear water between the financial and the ethical teams (This was underlined when one of the investment managers did not know the problem with investing in Tescos) and we see this as strength and a weakness. Whilst it has always been so the boundaries seem to have been drawn even more strongly since Ted Scott's departure. Please do contact us for more information.
New guide to help churches invest ethically.
Although ethical investment has a high profile in many churches there is so much more to be done.
This guide helps those who want to raise the awareness of the dissonance between what our churches say and what they do.
It is available as simple download here - http://www.eccr.org.uk/Article152.html
And/or contact us; we have a wealth of experience with workshops, advice and ongoing support.
Only 2 IFAs can offer you this special deal - we are one!
35000 IFA’s and who could it be that is currently only 1 of the 2 IFA’s in the country to offer you this special deal!
Oh it’s us!!
From today our clients can now access the 1200+ funds available through “fundsnetwork” for an initial provider charge of 0.25% + our charges. Previously this charge could be as much as 5.5% and this deal means on average youll be saving over 1%
And coming soon:
You will be able to access this offer directly thru our web page. (Assuming Alan’s new fund web skills are not found wanting)
From 1992 to now ethical funds have a continued record of positive inflows!
The IMA quarterly ethical fund statistics for 2009 show yet another month of positive inflows.
“Net sales of ethical funds open to investors looks positive for second quarter, continuing an unbroken track record since 1992.” says Penny Shepherd MBE, UKSIF Chief Executive. “Advisers need to look behind this quarter’s headline figures to get to the true story. Ethical investors have remained loyal to their funds.“
Leading ethical fund providers have reported positive news about their second quarter net sales to UKSIF, with many saying June figures were better than May.
According to the IMA, net sales of ethical funds turned negative in second quarter this year for the first time since 1992 but UKSIF says that this was due to a single fund closing close to the end of the quarter.
“IMA data would have shown positive net sales for the quarter if one fund had not returned assets to investors in June, according to our information from product providers. The closure caused an outflow that month after net inflows in both April and May.” Shepherd said.
The latest IMA quarterly statistics (for 2Q2009) published on 6 August 2009 are at http://www.investmentuk.org/statistics/qtrly/2009/q2.asp.
The analysis by month is at http://www.investmentuk.org/statistics/qtrly/2009/q211.pdf
i.e. client's save money.
i.e has agreed lower entry fees for our clients when investing through Ecclesiastical Investment Management. Our clients now can receive up to 2.25% discount on all investments, ISA, and OEICS. This latest deal brings Ecclesiastical into line with the terms that our clients now receive from AEGON, F&C, Jupiter, Aviva, Standard Life, Aberdeen, CIS and Henderson. Contact phil@investing-ethically.co.uk for more details
