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Investment Trust Edge: BlackRock World Mining and New Energy Trust - Q4/11Date: 1 December 2011
Sector: Commodities, Investment Trusts
Fund:
Manager/participant: Andrew Merricks, Jackie Beard, Nigel Sidebottom, Peter Hewitt Company: Alliance Trust Savings, Baillie Gifford, BlackRock, F&C Investments, Invesco Perpetual, J.P. Morgan Asset Management, Morningstar, Premier, RCM UK Ltd, Skerritts Wealth Managerment Tags: Investment Trust Edge |
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Investment Trust Edge: UK Growth & Income Sector - Q4/11Date: 25 November 2011
Sector: Investment Trusts
Fund:
Manager/participant: Andrew Merricks, Nigel Sidebottom, Peter Hewitt Company: Alliance Trust Savings, Baillie Gifford, BlackRock, F&C Investments, Invesco Perpetual, J.P. Morgan Asset Management, Premier, RCM UK Ltd, Skerritts Wealth Managerment Tags: Investment Trust Edge |
As the subject matter is RDR and Investment trust it is essential to consider that many IFAs currently do not hold authority to advise on investment trusts--they are in essence the same as direct equities and shares. This requires stockbroking qualification within the firm or the IFA will have to outsource to DFMS post RDR to include and use Investment Trusts in their research and advice process.
nmcbreen@wwfp.net
6 months agoAs the subject matter is RDR and Investment trust it is essential to consider that many IFAs currently do not hold authority to advise on investment trusts--they are in essence the same as direct equities and shares. This requires stockbroking qualification within the firm or the IFA will have to outsource to DFMS post RDR to include and use Investment Trusts in their research and advice process.