Funds

Axa upped the equity weighting on its £9.7bn Axa Sun Life with-profits fund by over 10 percentage po...

neptune manager likens trend to pharmaceutials 50 years ago and onset of technology in the 1990s

chairman highlights stock selection in brazil, mexico and chile as reasons behind returns

Legal & General upped its allocations to equities and property in its with-profits fund during 2006,...

Despite average three-year growth of 75%, smaller company funds dipped in 2006 as blue chips returned to favour

Investors are entitled to up to 90% of the excess assets in a with-profits fund, but as the value of these tends to be uncertain some prefer to opt for an upfront set payment

To date investors have done well from exiting closed with-profits funds because of good stock market performance, but going forward this will be less certain

Building a children's investment portfolio is no different to building one for an adult - it should be balanced and well diversified, using asset classes appropriate to the length of the investment period

A good way for investors concerned with ethical issues to make their influence felt is to invest their pension money in ethical funds, which Sipps and certain defined contribution schemes are now making easier to do

Invesco Perpetual manager boasts first and second best portfolios in popular sector over three years