Funds

INVESTMENT TRUSTs

Fidelity Personal Investing has called for a ban on exit fees from all long term savings products in order to improve competition in the direct-to-consumer marketplace.

The top-performing Schroder Real Estate investment trust has launched a £40m cash call to shareholders in order to support a series of acquisitions across the property sector.

Platforms have been labelled the biggest winners of the 2014 Budget, as the increase in the ISA allowance and a move to provide more flexibility for retirees gives the sector a boost.

People looking to establish tax avoidance schemes will have to pay due taxes to HMRC upfront before applying to get it back through the courts, Chancellor George Osborne has announced.

Fidelity Worldwide Investment has cut the annual charge on Anthony Bolton's China Special Situations investment trust ahead of the handover to incoming manager Dale Nicholls.

Wealth management group Succession is launching a ‘lite' version of its platform for clients with less than £50,000 of investable assets.

What is investment pre-funding and which of your preferred platforms offer it?

Zurich has launched a range of outcome focused funds for advisers using its retail platform, with Richard Romer-Lee's new consultancy Square Mile proving the underlying investment choices.

HM Revenue & Customs has withdrawn VCT approval for the Oxford Technology trust after it was found to have breached rules over the amount it held in a single firm.