We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide
Friendly Society Bonds
Comments
-
ReportInvestor wrote:I'd be grateful. though, if you start a list of any FSs that currently outsource their fund management
?
Just discovered that Family Sovereign IV Fund (and likely their other funds too), in which I have a massive £10 investment via an ISA Bond they were doing a few years ago (pay first month then cancel DD and keep your membership
), is outsourced to New Star, which is a very highly regarded Fund Management House.
Although I know its not the same thing as a 10 year Savings Plan, Family Balanced and Family Regency UT/OEICS have fairly impressive performance figures within their sector (Balanced Managed) and I wouldn't be surprised if New Star or some such manage these.
Also, within the same sector, Scottish Friendly Managed Growth OEIC has even more impressive numbers - although I haven't yet tracked down who actually manages it - but I bet its outsourced as well !0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 353.5K Banking & Borrowing
- 254.2K Reduce Debt & Boost Income
- 455.1K Spending & Discounts
- 246.6K Work, Benefits & Business
- 603K Mortgages, Homes & Bills
- 178.1K Life & Family
- 260.6K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards