Milestone Wealth Quarterly News

Spring 2008 (PDF, 460Kb)
In this edition: Northern Rock; Interest Rates; Global Market Review; Capital Gains; Inheritance Tax; ISAs; Funding Your Retirement; Gifting Your Property.

Market Strategies

Hold or Fold: Jupiter UK Special Situations vs Artemis UK Special Situations
Our panel weighs up two contrarian funds that look to the long term for growth. Each invests mainly in UK stocks, made attractive by weak equity markets, and has a large-cap bias.
June 2008 (PDF, 3Mb)

Market tactics: UK Equity Income funds
Even top fund managers in UK Equity Income funds have posted negative returns in the last 12 months and the sector is not likely to get its motor running again in the short term. But some high yield stocks look cheap, so buying back into the market could prove fruitful.
May 2008 (PDF, 2Mb)

Hold or Fold: Invesco Perpetual Latin American vs Scottish Widows Latin American
Our panellists give a six-out-of-six vote to the two funds this week with the caveat that they are not for the faint-hearted.
April 2008 (PDF, 2.5Mb)

Hold or Fold: Gartmore China Opportunities Invesco Perpetual Hong Kong and China
This week’s funds have taken advantage of the burgeoning industries and consumer spending in China and Hong Kong to produce impressive returns.
January 2008 (PDF, 3Mb)

Hold or Fold: Schroder Global Property Securities vs Sarasin Real Estate Equity
This week’s funds have enough skilled management and diversification to gain positive ratings from all our panellists despite the gloom around the sector.
November 2007 (PDF, 5Mb)

Hold or Fold: Jupiter Income vs M&G Dividend
Global equity income funds are growing in popularity but, for the time being, UK-oriented funds remain a popular haven with domestic investors. This week the panel looks at two income funds from the UK sector which, between them, account for a staggering £5 billion plus in investments.
July 2007 (PDF, 5Mb)