Category Archives: Cockburn Mailing List
Cofunds stays top of The Platforum ‘Assets Under Administration’ table
Cofunds maintained the top spot on the The Platforum assets under administration leaderboard in the first quarter of 2013 as its AUA grew 10 per cent. The L&G-owned platform saw AUA rise from £47.72bn in the final quarter of 2012 … Continue reading
Posted in Cockburn Mailing List, Featured News, Latest News
Gold loses its lustre, slower growth again for Chinese economy
Global equities endured a turbulent week with many key stock markets closing lower. Gold hogged the headlines, falling 9% on Monday, the biggest one-day drop in 30 years. There are concerns that Cyprus may sell down gold reserves to finance … Continue reading
Posted in Cockburn Mailing List, Featured News, Information, Latest News
Why choose to open a self-Invested pension account?
The modern way to manage your retirement planning A pension is among one of the most tax efficient ways of saving for retirement. In our opinion, a Self Invested Personal Pension (SIPP) offers flexibility and a range of options that … Continue reading
Posted in Cockburn Mailing List, Featured News, Information, Latest News
Risky, but the tax breaks are unbeatable
The following article was published in The Times on Saturday 30th March 2013 by David Budworth. “Investments that enable you to chop your tax bill backing colourful businesses involved in feature film development, online gaming and solar power sound like the sort … Continue reading
Posted in Cockburn Mailing List, Featured News, Latest News
Morningstar OBSR puts BlackRock fund under review
Morningstar OBSR, our expert research partners, has placed the BlackRock UK Absolute Alpha fund under review due to management changes. Fund manager Mark Lyttleton is to leave BlackRock after 21 years at the asset manager. Lyttleton is responsible for the fund, which previously … Continue reading
Posted in Cockburn Mailing List, Featured News, Latest News
Recommended acquisition by Schroders of Cazenove Capital
The boards of Schroders plc (‘Schroders’) and Cazenove Capital Holdings Limited (‘Cazenove Capital’), Cazenove Capital Management Limited’s parent company, have recently announced they have reached agreement on the terms of the recommended acquisition by Schroders of Cazenove Capital. To read … Continue reading
Posted in Cockburn Mailing List, Featured News, Latest News
Food Glorious Food
The following article was published in The Times on Saturday 09th March in David Budworth’s article ‘Feeling Adventurous? ISA tips for the bold investor’. “Extreme weather, from drought in America to washout conditions in the UK, pushed up the prices … Continue reading
Posted in Cockburn Mailing List, Featured News, Latest News
Budget Summary 2013
Following the Chancellor’s recent Budget statement, below is our free Budget summary. Please click on the link to download the document: Cockburn Lucas Budget Summary 2013
Posted in Cockburn Mailing List, Featured News, Latest News
“Inconsistent” funds dominate long-term performance tables
Some of the best-performing funds in cumulative terms over the last decade have fallen behind their peers in three of the 10 calendar years. The best-performing funds over the last decade have seldom beaten their benchmark year-in-year out, according to … Continue reading
Posted in Cockburn Mailing List
Use it or lose it: why you could be £75,000 better off using your ISA allowance before the tax year ends
According to recent research, investors could be at risk from losing out on tens of thousands of pounds by not taking advantage of their annual ISA allowance. The research, conducted by Fidelity, concludes any basic or higher rate tax payers … Continue reading
Posted in Cockburn Mailing List
