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In this article, Baroness Ros Altmann responds to Henry Cobbe's challenge on Investment Trust cost disclosure reform and sets out the alternative view of the campaign group in the cost disclosure debate.
 Our head of fund research, Jackie Qiao, shares her desert island fund picks with Citywire.
Read in full  Removing look-through fee reporting for all products in a fund of funds would make it harder to understand the fee-drag on an investment.
Read the full article in Citywire Following the publication of the FCA TR24/1 Thematic Review on Retirement Income Advice, there's renewed focus on Retirement solutions. That's great news - we've been focused on Retirement Investing since 2012 and led our #RethinkingRetirement campaign in 2015. We continue to innovate for our clients - the Advisers we support.
In June, we are running a series of webinars focused on retirement investing. More details are below. For UK Advisers: to sort your CRP and find out about the Elston Portfolio Management Retirement Income MPS launched >3 years ago in March 2021, please arrange for a consultation. CPD Webinars on Retirement Income Advice & Solutions 1. Wed 5-Jun-24 1030am: FCA Thematic Review on Retirement Income Advice Key findings, and what advisers and policy owners should do next 2. Wed 12-Jun-24 1030am:"Flex first, fix later": exploring the future of retirement income with Sir Steve Webb An annuity too early could be poor value. 3. Wed 19-Jun-24 1030am: Assessing suitability in retirement Different challenge, different questions. 4. Wed 26-Jun-24 1030am: Retirement Investing (Introduction) Different objectives and different risks requires a different approach. 5. Read our research and Insights on Retirement Investing going back to... 2012! Times above or register to access replay. All webinars are 1h CISI endorsed CPD (1.5h CPD with online test)  [5 min read, as pdf]
 Henry Cobbe & Bill McCracken confirming the sponsorship Elston Consulting is excited to support Clydesdale Cricket Club as the new principal sponsor. We’re building on the great work of Prosperity Financial Solutions, who have been a valued supporter of the club for many years.
Henry Cobbe, Founder and Head of Research at Elston Consulting, shared his perspective: “Team sports play an essential role in personal development, both individually and within a group. We are proud to support Clydesdale Cricket Club and wish all their teams the very best for the season ahead.” Ali Bleach, President of Clydesdale Cricket Club: “We are delighted to welcome Elston on board as Club Sponsor and as sponsor of the Clydesdale Cricket Club 1st XI and look forward to welcoming them again to our grounds in Pollokshields.” Scott Adams, Head of Adviser Relations at Elston Consulting: “We look forward to supporting the development of Clydesdale Cricket Club as part of this multi-year agreement and will be there to support their upcoming fixtures.” This agreement makes Elston the principal Club Sponsor as well as the official sponsor of the Clydesdale Cricket Club 1st XI. Based in Pollokshields, Glasgow, Clydesdale Cricket Club has been a cornerstone of Scottish cricket since 1848. With over 130 cricket clubs in Scotland, the sport offers a wide range of opportunities for men, women, and junior players to compete at various levels, engage in social activities, and build connections within their communities. About Elston Consulting Founded in 2012, Elston Consulting is an independent investment consulting firm supporting UK Financial Advisers. The firm provides in-depth research, analytics, and insights for investment committees across wealth management and financial advisory firms. Elston specialises in designing custom multi-asset investment solutions, including Portfolios, Funds, and Indices, to meet the needs of investors. Connect with Us Clydesdale Cricket Club
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We look forward to a successful partnership and an exciting cricket season ahead! Find out more about the Elston Smart-Beta UK Dividend Index (ticker: ELSUKI)
For latest UK Equity Income index factsheet click here UK Equity Income: monthly index commentary for April 2024 by Rob Davies, UK Equity Income Index Specialist at Elston Consulting Stocks viewed as having a bias to value did well over the month of April, as did the UK market overall in part because it is viewed as a value orientated market. Corporate activity in the Material sector focused attention on these cash generative businesses and triggered an upward revaluation for most of them. This made it the best performing sector in the UK market in April and helped the asset class overall. Energy stocks also did well even though oil prices were soft. Perhaps a reflection again of the value they offer. Three other sectors provided positive returns: Health Care, Financials, and Consumer Staples in that order. The remaining sectors moved down modestly over the month as the results season drew to a close with only the smaller companies providing news. Exchange rates were not a major factor and expectations of changes in interest rates seemed to oscillate so frequently that they provided little overall direction. Consequently, there were few large macro-economic issues for investors to adjust to. After a very strong run over the last six months, on a relative basis, small and medium-sized companies fell back in April and underperformed the market as a whole. Over longer periods, 3 to 5 years, the huge fall in the smallest companies of the UK is truly astonishing and is painful evidence of the flight of the retail investor and the remarkable absence of institutional interest in the asset class. |
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