News Mark Hoskin (62 articles)

Pictet Timber may have best chance at Investment Week Fund Manager of the Year Awards

By Mark Hoskin, IFA at Holden & Partners on 28 May 2013 Market News

Each year the fund management industry gets together to salute their heroes at the Royal Albert Hall. It is always a very well attended event and this year is the 18th Investment Week Fund Manager of the Year Awards with six funds from Worldwise Investor having been nominated. In 2010 Robin Hepworth won an award for the Ecclesiastical Amity International fund and this year we feel that Gabriel Micheli and Christoph Butz from the Pictet Timber fund may have the best...

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| Multi-thematic

Consumers beware - Triodos Bank direct offer launch may be expensive to ethical investors

By Mark Hoskin, IFA at Holden & Partners on 7 May 2013 Market News

The news that Triodos bank has launched two new ethical funds to the UK market should come as good news, but consumers need to be wary because while Triodos is a very well respected brand the initial costs to invest are high for those with a financial adviser, or who usually use a platform to invest. This is because Triodos have not made their two new funds available through the normal distribution channels, with Triodos bank acting as the sole distributor.

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Global | Ethical

Impax Asian Environmental Markets PLC set to close

By Mark Hoskin, IFA at Holden & Partners on 5 May 2013 Fund News

The Board of Impax Asian Environmental Markets plc has bowed to pressure from activist shareholders to close down the investment trust. By returning money to shareholders investors in the trust will profit from reducing the difference between the share price and the company's net asset value. The following statement was released by the Board...

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Asia | Environmental

Cheviot and Quilters in Merger Talks

By Mark Hoskin, IFA at Holden & Partners on 26 October 2012 Market News

There was surprise Wednesday morning in the offices of Cheviot that the story had leaked from Quilters that the venture capital house Bridgepoint are looking to add Cheviot to their purchase of Quilters earlier this year. The merger would add £4bn of assets at Cheviot to the £8bn that Quilters have creating a much bigger player in the wealth management space. But what is the implication for the Cheviot Climate Assets Fund?

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| Multi-thematic

Press Release: Osmosis launch their next fund the MORE World Resources Efficiency Fund

By Mark Hoskin, IFA at Holden & Partners on 24 October 2012 Fund News

Osmosis whose Osmosis Climate Solutions fund closed in September 2011 after a deal with Legal & General which relaunched it as the L&G Global Enterprises fund, have just launched a new fund. The aim is to deliver superior returns by identifying resource efficiency in public equities. The following is a copy of their press release...

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| Environmental

An Interview with the team behind the new Ethical UK Equity Income Fund

By Mark Hoskin, IFA at Holden & Partners on 22 October 2012 Fund News

A much needed boost has been given today to the Ethical UK equity income sector by the re-launch of Castlefield's UK Equity Income fund, renamed the B.E.S.T Income Equity fund, as an ethical fund. In December 2011 Henderson Global Investors said that ethical and equity income could not be done anymore, but Simon Holman and John Eckersley of Castlefield Investment Partners see it very differently.

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UK | Ethical

Press Release: New Ethical Equity Income Fund Wins Resounding Vote of Confidence

By Mark Hoskin, IFA at Holden & Partners on 16 October 2012 Fund News

After less than three months since investors gave the green light to the re-launch of the ConBrio BEST Income Fund on 18th July, which saw the fund become one of a select band of ethically invested UK Equity Income funds, the Investment Advisers to the fund, Castlefield, report that funds under management have already increased by 70%, with more cash known to be heading in their direction.

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UK | Ethical

UK Ethical Funds outperform since Lehman's collapse

By Mark Hoskin, IFA at Holden & Partners on 16 October 2012 Fund News

The financial crisis was caused in part by a moral crisis in society, in which governments made promises they could not keep and bankers sold products to people they didn't understand, to fill their own coffers. In National Ethical Investment Week it is perhaps poetic justice that ethical funds in the UK have done better than the FTSE 100 (as demonstrated by the L&G FTSE 100 tracker) and we feel it is something that you should know about.

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UK | Ethical

What you need to know about Animal Testing and Ethical Funds

By Mark Hoskin, IFA at Holden & Partners on 25 August 2012 Fund News

Animal testing is still a key ethical criteria for investors looking for ‘ethical’ funds. It is also an area riddled with complications both for the Fund Managers and investors.

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| Ethical

The story of 'Closed' funds on Worldwise Investor

By Mark Hoskin, IFA at Holden & Partners on 20 August 2012 Fund News

You hear about fund launches but search on google for information on fund closures and it can be a sparse experience. Here we identify what has been closing on the Worldwise Investor data base, the difference between 'soft closed' funds and 'closed' funds and the potential tax consequences.

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Worldwise Investor Fund Alerts

Pictet Water

Pictet Water Fund: News from the Advisory Board (September) http://goo.gl/LvaWt

5 December 2012
IM WHEB Sustainability

WHEB IM Sustainability Fund latest factsheet (July) http://goo.gl/91ai8

11 September 2012

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Latest news comments 24 comments

Unregulated Collective Investment schemes (UCIS) - Why use them and what do you need to know?

And so now the FSA are looking to ban UCIS for retail investors. See

Mark Hoskin | 8 months, 3 weeks ago | read more

The story of 'Closed' funds on Worldwise Investor

The soft closure of the two First State Funds does not mean they are completely closed to new...

Susan Seymour | 9 months, 3 weeks ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

The Multi-Asset approach seems to be a sensibel approach.

There looks to be quite a...

Richard Essex | 9 months, 3 weeks ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

Our view is that multi-asset investing is a very different discipline to long-only equity (which is...

William Buckhurst | 10 months ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

Has the same sort of definition slipping also happened to Jupiter Ecology? I hope not.

Susan Seymour | 10 months ago | read more

» all news discussion

The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.