Monthly Archives: March 2013

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

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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

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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

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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

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Morningstar: Passive and bond focus is pushing down asset manager fees

Investor demand for fixed income and increased focus on costs is transforming the global asset management industry, research by Morningstar suggests. The fund research consultancy’s Annual Global Flows Report shows funds’ worldwide assets under management grew by 39 per cent … Continue reading

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Beware of Zombies

Cockburn Lucas-approved fund manager John Chatfeild-Roberts of Jupiter Asset Management discusses the rally in Equity markets and warns investors to avoid complacency. While equity markets in the US have hit record levels, and UK indices have reached multi-year highs, Chatfeild-Roberts, head of … Continue reading

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Cockburn Lucas joins the Notts’ County Council ‘Buy With Confidence’ scheme

Cockburn Lucas are delighted to announce that we have been awarded membership of the Nottinghamshire County Council Trading Standards ‘Buy With Confidence’ scheme and are now listed as an approved business for customers seeking Independent Financial Advice and services. The scheme … Continue reading

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Fixed Interest Bubble Trouble Ahead?

As the market continues to debate the “great rotation” from fixed income to equity, the recent UK downgrade has added some fuel to the fire. David Vickers, fund manager from the multi asset team at our investment partners Sarasin, has … Continue reading

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