New Star, JPMorgan Asset Management and Schroders host regional workshops
20.09.2006
Three of the UK's leading asset management companies, New Star, JPMorgan Asset Management and Schroders, are delighted to announce that they are hosting a series of regional workshops to help educate IFAs on the best investment solutions for their clients. Key representatives from all three companies will be presenting on various investment solutions for clients:
- The New Star Tri-Star Unit Trust, lead managed by Gregor Logan, New Star's joint chief investment officer, is designed to appeal to investors seeking both capital growth and income. The fund is one of few in the UK to be invested in not only bonds and equities but also in commercial property. Each of the three asset classes is separately and actively managed by one of New Star's star fund managers, Stephen Whittaker (UK equities), James Gledhill (bonds) and Roger Dossett (UK commercial property).
- The JPMorgan Global Property Securities Fund aims to provide long-term growth by investing primarily in REITs (real estate investment trusts) and the securities of other real estate related companies. The fund will invest in a wide range of real estate sectors and countries.
- Schroder Income Maximiser, managed by Richard Lloyd, targets a yield of up to 7%* p.a. using an innovative investment approach. In a low growth and inflation environment, high income from investments can be difficult to achieve. In order to enhance the yield, the fund invests in an actively managed portfolio of UK large cap stocks and adopts an overlay strategy of selling covered call options to boost income.
Past performance is not necessarily a guide to future performance.
* The gross yield quoted is an estimate and is not guaranteed.
Workshops take place on:
Tuesday 10 October
8.30am Reading
8.30am Bournemouth
1.00pm Southampton
Wednesday 11 October
8.30am Cheltenham
8.30am Nottingham
1.00pm Bristol
Thursday 12 October
8.30am Leeds
8.30am Exeter
1.00pm Plymouth
1.00pm Bolton
Tuesday 17 October
8.30am Birmingham
Wednesday 18 October
8.30am Aberdeen
8.30am Croydon
1.00pm Inverness
1.00pm Watford
Thursday 19 October
8.30am Edinburgh
8.30am Newmarket
1.00pm Glasgow
1.00pm Chelmsford
To register for the workshops, please click here.
Alternatively, call, fax or email to register:
Telephone: 0800 727 774
Fax: 020 7742 6366
Email: uk.sales.support@jpmorgan.com
For further information please contact:
Phil Wagstaff New Star 020 7225 6076
Neil Bridge, Head of Sales Schroders 0161 240 2225
Emma Collins JPMorgan 020 7742 6331
NOTES TO EDITORS
NEW STAR
- The New Star Investment Funds website is www.newstarinvest.com.
- New Star, one of the UK's fastest growing fund management companies, was founded in June 2000 by John Duffield, previously the founder of Jupiter Asset Management, which he built into one of the most successful retail investment businesses in the UK.
- New Star currently has a range of 37 UK retail funds and is the largest independent retail fund manager in the UK.
- At the end of April 2006 the group?s total funds under management stood in excess of £18 billion.
- New Star Investment Funds is the trading name of New Star Investment Funds Limited, part of the New Star Marketing Group. New Star Investment Funds is not authorised to give investment advice and only provides information on New Star products. For your protection, calls may be recorded and monitored. Issued by New Star Investment Funds Limited, authorised and regulated by the Financial Services Authority.
SCHRODERS
- Schroders is a global asset management company with £122.3 billion ($226.1 billion / €176.8 billion) under management as at 30 June 2006. Our clients are major financial institutions including pension funds, banks and insurance companies, local and public authorities, governments, charities, high net worth individuals and retail investors.
- We apply our specialist asset management skills in serving the needs of our clients worldwide. With one of the largest networks of offices of any dedicated asset management company and over 250 portfolio managers and analysts covering all the major investment markets, we offer our clients a comprehensive range of products and services.
- Further information about Schroders can be found at www.schroders.com
- Issued by Schroder Investment Management Ltd, which is authorised and regulated by the Financial Services Authority.
- For regular updates by e-mail please register online at www.schroders.com for our alerting service.
JPMORGAN
JPMorgan Asset Management is part of J.P. Morgan Chase & Co. and is a global asset management leader providing world-class investment solutions to clients. With US$898.2 billion in assets under management (the Asset Management client funds of JPMorgan Chase & Co. as at June 30 2006) and offices in 40 locations around the world, JPMorgan Asset Management offers global coverage with a strong local market presence, and leadership positions in most asset classes
JPMorgan Asset Management is a trading name of JPMorgan Asset Management Marketing Limited which has issued this material in the United Kingdom and which is authorised and regulated by the Financial Services Authority. Registered in England No. 288553. Registered office: 125 London Wall, London EC2Y 5AJ.
Any past performance referred to in this material is not a guide to future performance and the value of investments, and any income from them, can fall as well as rise. Any tax concessions referred to are not guaranteed and their value will depend on the individual circumstances of investors. Stock market linked investments carry a number of inherent risks. These risks will increase where fluctuations in exchange rates impact on the value of any underlying investments or where the investment is exposed to smaller companies or emerging markets. Investments in fixed income securities that are not rated as investment grade represent a greater risk to an investor's capital.
