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rplan.co.uk will soon stop servicing retail investors; please read our service announcement.

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Active Portfolio - Higher Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The rplan Active Higher portfolio produced a good, positive return of 3.72% over the fourth quarter and performed in line with its composite benchmark. From an overall asset allocation perspective, the combination of a small underweight position in fixed-income assets and an underweighting of global property securities, together with an overweight position in equities, was positive based on these asset classes’ relative performance. The preference for international equities over UK...
1 week ago
RaynerSpencerMills
26 reputation
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Threadneedle UK Property Authorised Investment Fund
Columbia Threadneedle has announced that Don Jordison, Head of Property and co-fund manager of the Threadneedle UK Property Authorised Investment Fund, will be retiring on the 1st May 2018. The other co-fund manager, Gerry Frewin, who re-joined Threadneedle in 2010 and has been co-manager since 2015, will take over as lead fund manager using the same investment process and the significant resources of the Columbia Threadneedle property team. Although this is a significant change, since becoming co-manager Frewin has been taking increasing responsibility for the fund’s day-to-day...
1 week ago
RaynerSpencerMills
26 reputation
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River and Mercantile – Philip Rodrigs
River and Mercantile Asset Management has announced that Philip Rodrigs, manager on the RSMR rated UK Dynamic Equity and UK Equity Smaller Companies funds has left the business with immediate effect as a result of an investigation into a professional conduct issue. William Lough has assumed responsibility for the management of the UK Dynamic Equity fund whilst the UK Equity Smaller Companies fund will be managed by Dan Hanbury, who managed the strategy prior to Philip Rodrigs appointment in September 2014. Given these changes, we are placing both funds Under Review with immediate...
1 week ago
RaynerSpencerMills
26 reputation
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Rated Fund - Legg Mason Western Asset Macro Opportunities Bond - January 2018
The nature of the fund is to take advantage of market dislocation and so the fund will have varying degrees of return volatility. For example in 2012 in the height of the Greek crisis when Italian and Greek yields went to 8-10% they moved to invest to take advantage of the fall in value so over the year they made 20.3 % returns by investing in Italian debt instruments. This illustrates the risk and hunt for value that they adopt as a generic process. This means that the fund will have a contrarian perspective and returns may look different to the peer group for periods. Important...
1 week ago
RaynerSpencerMills
26 reputation
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Hybrid Portfolio - Significant Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview *The portfolio produced a strong, positive return of 4.75% over the fourth quarter but very marginally underperformed its composite benchmark. From an overall asset allocation perspective, the preference for international equities over UK equities was very marginally negative and regional positioning was mixed. * The final quarter of 2017 saw a continuation of very low volatility levels in global equities, while the synchronised international recovery in economic growth led to very...
3 weeks ago
RaynerSpencerMills
26 reputation
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Hybrid Portfolio - Higher Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The portfolio produced a good, positive return of 3.73% and performed in line with its composite benchmark over the fourth quarter. From an overall asset allocation perspective, the combination of an underweight holding in property securities with an overweighting of equities was the main positive based on their relative performance. The preference for international equities over UK equities was very marginally negative and regional positioning was mixed.. The final quarter of 2017 saw a ...
3 weeks ago
RaynerSpencerMills
26 reputation
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Hybrid Portfolio - Medium Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The rplan Hybrid Medium portfolio produced a reasonably good, positive return of 3% over the fourth quarter but marginally underperformed its composite benchmark. From an overall asset allocation perspective, the combination of an underweight position in fixed-income assets and an overweighting of equities was positive based on their relative performance. The preference for international equities over UK equities was very marginally negative this quarter and regional allocation was mixed. ...
3 weeks ago
RaynerSpencerMills
26 reputation
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Hybrid Portfolio - Lower Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The rplan Hybrid Lower portfolio produced a positive return of 1.36% but underperformed its composite benchmark over the fourth quarter. From an overall asset allocation perspective, the combination of a small overweight position in fixed income and a small underweighting of equities was negative based on their relative performance. The preference for international equities over UK equities was a very marginal negative this quarter. The final quarter of 2017 saw a continuation of very...
3 weeks ago
RaynerSpencerMills
26 reputation
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Active Portfolio - Significant Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The rplan Active Significant portfolio produced a strong, positive return of 4.73% over the fourth quarter but very marginally underperformed its composite benchmark. From an overall asset allocation perspective, the preference for international equities over UK equities was very marginally negative and regional positioning was mixed. The final quarter of 2017 saw a continuation of very low volatility levels in global equities, while the synchronised international recovery in economic...
3 weeks ago
RaynerSpencerMills
26 reputation
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0comments
Active Portfolio - Medium Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The rplan Active Higher portfolio produced a good, positive return of 3.72% over the fourth quarter and performed in line with its composite benchmark. From an overall asset allocation perspective, the combination of a small underweight position in fixed-income assets and an underweighting of global property securities, together with an overweight position in equities, was positive based on these asset classes’ relative performance. The preference for international equities over UK...
3 weeks ago
RaynerSpencerMills
26 reputation
0votes
0comments
Active Portfolio - Lower Risk - January 2017
Quarterly portfolio update for the period 01 October 2017 until 31st December 2017 Overview The rplan Active Lower portfolio produced a positive return of1.31% but underperformed its composite benchmark over the fourth quarter of 2017. From an overall asset allocation perspective, the combination of a small underweight position in fixed-income assets and a small overweighting of equities was positive based on their relative performance. The preference for international equities over UK equities was a very marginal negative this quarter.. The final quarter of 2017 saw a...
3 weeks ago
RaynerSpencerMills
26 reputation
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Service Announcement
The rplan.co.uk site will cease servicing retail investors in April 2018, as we look to focus fully on our rapidly growing software services business. We wanted to thank you for your support and feedback over the past 7 years - it has been an incredible journey. rplan will be waiving its service fee between now and the April 20th, at which point the service will become unavailable, reducing your charge over that period to the 0.23% Cofunds charge. Is rplan Shutting Down Completely? No. rplan launched in 2011 with the mission of revolutionising consumer investing. As well as our...
3 weeks ago
rplan_Ashley
65 reputation
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L&G UK Alpha Trust Fund
Legal & General Investment Management (LGIM) has announced that Richard Penny, lead manager on the RSMR rated UK Alpha Trust, has resigned from the company. Rod Oscroft, co-head of the Active Equity team at LGIM and manager of the UK Smaller Companies Trust, will assume responsibility for management of the UK Alpha Trust going forward. Richard will remain at LGIM in the short term to ensure a smooth transition over to the new management. Given these changes, we are placing the L&G UK Alpha Trust fund Under Review with immediate effect pending an update meeting with the...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund Under Review - Aberdeen Ethical World Equity - December 2017
UNDER REVIEW: The fund has been placed Under Review following a failure to meet our performance criteria. Aberdeen Ethical World Equity (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund Under Review - Jupiter European Special Situations - December 2017
UNDER REVIEW: The fund has been placed Under Review due to lack of alpha generation in a competitive sector. Jupiter European Special Situations (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund Under Review - Aberdeen World Equity - December 2017
UNDER REVIEW: The fund has been placed Under Review following a failure to meet our performance criteria. Aberdeen World Equity (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund - Invesco Perpetual Global Opportunities Fund - December 2017
This is a value-orientated, concentrated portfolio of 35-40 stocks that has delivered outperformance since the new management team took over in January 2013. It’s focus on value differentiates it from other funds in the sector while the managers are willing to take punchy positions with their high-conviction approach. The team is small by design, but they have access to the broader equity teams at Invesco enhancing their idea generation and research capabilities. They are an ambitious team which has the potential to deliver attractive returns over the long term. Fund Manager...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund - Insight Global Absolute Return - December 2017
Insight have become one of the biggest derivative users in the UK market and have invested heavily in the systems and governance to ensure they have a strong control environment to manage these transactions. The Multi Asset investment team at Insight consists of experienced professionals with direct access to the individual specialist investment teams. This fund is able to leverage a broad range of expertise across the company with both Steve Waddington and Matthew Merritt being experienced managers in their own right. With a wide support structure in place, this fund has the...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund - Newton Global Dynamic Bond - December 2017
This is an established fixed interest proposition in the sector with an experienced management team in place. Newton’s approach to global bond management is to identify the long-range driving forces or ‘themes’ acting upon bond and currency markets, select assets that will react to the themes and invest to make a difference. The fund benefits from a dynamic approach to fixed interest investing across the universe and is managed with the main aim of maintaining a high degree of absolute return consistency. It is suitable for investors seeking conservative returns while maintaining...
1 month ago
RaynerSpencerMills
26 reputation
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Rated Fund - JOHCM Global Emerging Markets Opportunities - December 2017
This fund, through its focus on country selection, takes a differentiated approach to many in the peer group. This is not a homogenous region, either in terms of economic and corporate profit growth, or governance. The co-managers have successfully operated this top down process focused on country analysis since 2006 working together at Barings before moving to JOHCM together in 2011. They both have specialist knowledge on the key macro drivers within the region and have demonstrated an ability to add value using this approach through a number of emerging market cycles. The...
1 month ago
RaynerSpencerMills
26 reputation
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