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Diana French: VCTs are becoming part of clients’ annual planning
Triple Point’s retail strategy director, Diana French, shares her insight on VCTs
Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
Defaqto reveals top 10 most recommended multi-asset strategies and MPS
Rankings formed using data from Engage adviser research software
Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’
James Penny says that the rise in money market portfolios is due to high interest rates and interest from low-risk clients