Go to Investment Week homepage
  • Site search
  • Job search
  • Subscribe
  • Newsletter
  • Mobile
  • RSS
  • Home
  • News
  • Opinion
  • Fund Manager Views
  • Interviews
  • Sector Analysis
  • Features
  • Events
  • Audio/Video
  • Jobs
  • Research Centre
  • Share Centre
  • About us
  • Contact us
  • Advertise
  • UK
  • Global
  • Fixed Income
  • Managed
  • Specialist
  • Markets
  • Goslings Grouse
  • Contrarian Investor
  • Leader
  • The Alchemist
  • The Big Interview
  • Fund Manager Focus
  • Funds to watch (RADAR)
  • Practical
  • Technical
  • The Big Question
  • Conjecture
Where am I? Home breadcrumbs arrow image News breadcrumbs arrow image Balanced Management

BALANCED MANAGEMENT NEWS

Geffen - Why I am cutting my 20% cash level

Investment Week | 08 Dec 2011

Neptune CEO Robin Geffen is predicting a return to a bull market when foreign investors snap up 'steady eddie' stocks languishing at the bottom of the FTSE 100.

geffen-robin-1

Newton repositions Equity & Bond into Cautious fund

Newton Investment Management is renaming its Equity & Bond fund and lowering its equity exposure.

Investment Week | 18 Jan 2010

PSigma identifies recovery positioned funds

PSigma's Tom Becket has identified a number of funds he believes will be well positioned to optimise on the recovery when it comes.

Investment Week | 03 Mar 2009

MORE BALANCED MANAGEMENT NEWS

Lehman fallout prompts Yousefian caution

Tony Yousefian has realigned the OPM Balanced Managed fund on a far more cautious footing having been hit hard in the fallout from the collapse of Lehman.

Investment Week | 23 Feb 2009

OPM cuts cash from 16% to 1% on Balanced Managed fund

OPM’s multimanagement team has shrunk its cash position taking advantage of opportunities in the UK m...

Investment Week | 11 Sep 2008

PSigma IM focuses on bonds with Balanced Managed Fofs

PSigma Investment Management is to launch its first retail-focused multi-manager fund this month with an emphasis on opportunities in the bond markets.

Investment Week | 03 Sep 2008

Credit Suisse outlines MAG line-up

Group receives approval to convert Incubator fund and will move it into Balanced Managed sector

Investment Week | 02 Jun 2008

Norwich Portfolio becomes Balanced Managed

Norwich Union has changed the name of its Portfolio fund to better reflect its investment strategy.

Investment Week | 06 Mar 2006

Capel Cure fund transfers from Active to Balanced Managed

The Capel Cure Sharp (CCS) fund Hallmark Growth changed sectors from Active Managed to Balanced Managed. CCS realigned the portfolio so its bonds element had a weighting of 15%.

Investment Week | 02 Aug 2004

MOST READ ARTICLES

  • Woodford ditches Tesco as Buffett buys

  • The four key trades to power SLI’s GARS fund in 2012

  • Barclays shares soar despite profits fall

  • Could Ireland be this year’s recovery play?

  • How to access precious metals through ETFs

MOST COMMENTED ARTICLES

  • Spurs boss Redknapp cleared of tax evasion charges

  • FATCA: US Treasury updates proposals to ease burden

  • Woodford ditches Tesco as Buffett buys

  • Buffett: Bonds should come with a health warning

  • Investors 'twice as likely' to choose active funds over trackers - Lipper

  • Most read
  • Most commented
  • Most popular
  • Could Ireland be this year’s recovery play?

  • Russia: Why it is bucking the trend in Emerging E...

  • Why the eurozone has more than 12 months left

  • IMA Global sector gathers momentum as investors s...

  • Spurs boss Redknapp cleared of tax evasion charges

  • FATCA: US Treasury updates proposals to ease burd...

  • Woodford ditches Tesco as Buffett buys

  • Buffett: Bonds should come with a health warning

  • Close Brothers
  • IMF
  • Inflation
  • Italy
  • Portugal
  • Schroders
  • Spain
  • US
  • Warren Buffett
  • eu

HAVE YOUR SAY

fragment image

The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

MONEYHELPLINE.COM: Life As

09 Feb 2012

Basic salary up to £22,000 + £5,000 OTE to reall

DREW CHAPMAN SEARCH AND SE

07 Feb 2012

£25k - £30k + Excellent Bonus: Drew Chapman Sea

IPS GROUP: Systems Tester

07 Feb 2012

£18000 - £20000 per annum + pro rata: IPS Group

Foo This

EDITOR'S CHOICE

1 2 3 4

hale-clive

View from the Bridge: Investment biker

Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.

Jupiter tops Alpha Manager provider list

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

lawrence-gosling

Gosling's Grouse: Baying for blood

When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

EVENTS

event_image

fund5live

21 Feb 2012 - 29 Feb 2012

event_image

Senate Spring Investment Conference

06 Mar 2012 - 09 Mar 2012

Mount Nelson Hotel

event_image

Absolute Returns Focus 2012

13 Mar 2012 - 13 Mar 2012

The Cumberland Great Cumberland Place, London W1H 7DL

event_image

Legal Week Mourant Ozannes Funds Litigation Forum

27 Mar 2012 - 27 Mar 2012

200 Aldersgate, London EC1

More events
  • Home
  • News
  • Opinion
  • Fund Manager Views
  • Interviews
  • Sector Analysis
  • Features
  • Events
  • Audio/Video
  • Jobs
  • Research Centre
  • Share Centre
logo

© Incisive Media Investments Limited 2012, Published by Incisive Financial Publishing Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, are companies registered in England and Wales with company registration numbers 04252091 & 04252093

  • Site search

sponsored by

Site Credentials:

  • Contact us
  • About Incisive Media
  • Privacy policy
  • Terms & Conditions
  • Accessibility
  • Sitemap

Related websites:

  • IFAonline
  • Professional Adviser
  • Mortgage Solutions
  • Retirement Planner
  • ETFM
  • International Investment
  • Professional Pensions
  • Global Pensions

Jobs:

  • Director/Executive jobs
  • Investment Adviser jobs
  • Investment Analyst jobs
  • Portfolio Manager jobs
  • Private Client Stockbroker jobs
  • Wealth Manager jobs

Accreditations:

  • Digital Publisher of the Year 2010