The tracker fund price war must end some day. After all you can’t charge less than zero for running a fund… …or can you? Perhaps the ultimate move by the giants such as Vanguard, Blackrock, and Fidelity is to pay us for the privilege of running our passive investments? Maybe they’ll try to make it […]

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Good reads from around the Web. I laughed out loud reading The Escape Artist’s FAQ for City workers who are thinking about attending a summer festival. Here’s an extract: Can I catch communism at a festival? No. Communism is not a communicable disease. Communism is in fact a sub-optimal system for organising the allocation of […]

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Some assets are riskier than others, both in terms of the security of the income they generate and the potential for capital losses and gains. This relationship between risk and return is one of the cornerstones of investing. Generally, the greater the risks of holding a particular asset, the greater the potential return for the […]

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Can’t fit all your investments into your ISA and SIPP tax shelters? Then you’re going to have to make some choices. Happily, the pecking order for maximum tax efficiency is clear cut. In order of most important-to-shelter to least: Offshore funds without reporting fund status Bond funds REITs Individual bonds Income producing equities Foreign equities (arguable) […]

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