Fund in the Spotlight

Emma Jones explores the L&G UK property fund

From time to time we like to share some of the information we hold about one of the funds within our client portfolios. As part of our ‘fund in the spotlight’ series, we have focused on a Property fund for a change. After speaking with Eoghan Gill – our Legal and General (L&G) consultant about

Read More

Fund in the Spotlight – Standard Life European Ethical

Katy Owen explores the Standard Life European Ethical Equity Fund As a welcomed distraction from all the political coverage of late, we thought it would be a good time for another instalment of our ‘Fund in the Spotlight’ series. In this issue we are looking at the Standard Life European Ethical Equity fund. This fund is

Read More

Katy explores……..Jupiter India Fund

Fund in the spotlight by Katy Owen At Thomas and Thomas we thrive on the task of finding funds for our portfolios which offer the best opportunity for growth with an appropriate level of risk. To achieve this, we work on a strategy known as a ‘top-down’ approach. This means that we firstly consider the correct

Read More

Fund in the spotlight – Woodford Fund Managers

The increasing complexity of investing and the search for suitable funds can be a full-time task. When conducting our search for new funds we focus on both the bigger picture and the finer details in our drive to meet the individual needs of investors in today’s ever changing world. An important part of this research

Read More

‘Fund in the spotlight’ – Has the Lion started to whimper?

Katy Owen takes a closer look at the Liontrust UK Smaller Companies Fund. As our proactive clients are aware, every three months we vigorously analyse all of the funds in our five model portfolios. It is at this time that we make decisions on whether to remove and replace funds that have started underperforming against

Read More

Katy Owen Investigates The Rathbone Ethical Bond Fund

As this coming armistice day marks the 100th anniversary of the first world war, our Paraplanner Katy Owen considers how ethical investing works – with a spotlight on the Rathbone Ethical Bond fund. When it comes to investing, most people are deterred by the word ‘Ethical’. Why? Because ethical investments are typically more volatile than

Read More


Download our brochure

Find out much more about us and the way that we work.