tag:blogger.com,1999:blog-73065857678146586292011-11-27T16:06:11.689-08:00Craig Fookesnoreply@blogger.comBlogger441100tag:blogger.com,1999:blog-7306585767814658629.post-75730620639125212962010-07-18T01:13:00.001-07:002010-07-18T01:13:33.726-07:00<a href="http://www.dpbolvw.net/click-3928523-10450406" target="_top">Free Audiobook Download with a 14 day Free Trial at Audible.co.uk</a><img src="http://www.tqlkg.com/image-3928523-10450406" width="1" height="1" border="0"/><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-7573062063912521296?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com14tag:blogger.com,1999:blog-7306585767814658629.post-46651783609599525902009-12-12T07:44:00.001-08:002009-12-12T07:44:52.323-08:00<div>unit that may be issued, and for a</div><div>scheme which is an umbrella, the classes that may be issued in</div><div>respect of each sub-fund; and</div><div>(2) if the rights of any class of unit differ, a statement describing</div><div>those differences in relation to the differing classes.</div><div>Authorised fund manager's charges and expenses</div><div>10 A statement setting out the basis on which the authorised fund</div><div>manager may make a charge and recover expenses out of the scheme</div><div>property.</div><div>Issue or cancellation directly through the ICVC or trustee</div><div>17</div><div>11 Where relevant, a statement authorising the issue or cancellation of</div><div>units to take place through the ICVC or trustee directly.</div><div>In specie issue and cancellation</div><div>12 Where relevant, a statement authorising payment for the issue or</div><div>cancellation of units to be made by the transfer of assets other than</div><div>cash.</div><div>Restrictions on sale and redemption</div><div>13 Where relevant, the restrictions which will apply in relation to the</div><div>sale and redemption of units under COLL 6.2.16R (Sale and</div><div>redemption).</div><div>Voting at meetings</div><div>14 The manner in which votes may be given at a meeting of unitholders</div><div>under COLL 4.4.8R (Voting rights).</div><div>Certificates</div><div>15 A statement:</div><div>(1) authorising the issue of bearer certificates if any, and how such</div><div>holders are to identify themselves; and</div><div>(2) authorising the person responsible for the register to charge for</div><div>issuing any document recording, or for amending, an entry on</div><div>the register, other than on the issue or sale of units.</div><div>Income</div><div>16 A statement setting out the basis for the distribution or re-investment</div><div>of income.</div><div>Income equalisation</div><div>17 Where relevant, a provision for income equalisation.</div><div>Redemption or cancellation of units on breach of law or rules</div><div>18 A statement that where any holding of units by a unitholder is (or is</div><div>reasonably considered by the authorised fund manager to be) an</div><div>infringement of any law, governmental regulation or rule, those units</div><div>must be redeemed or cancelled.</div><div>ICVCs: larger and smaller denomination shares</div><div>18</div><div>19 A statement of the proportion of a larger denomination share</div><div>represented by a smaller denomination share for any relevant unit</div><div>class.</div><div>ICVCs: resolution to remove a director</div><div>20 A statement that the ICVC may (without prejudice to the</div><div>requirements of regulation 21 of the OEIC Regulations (The</div><div>Authority’s approval for certain changes in respect of a company), by</div><div>a resolution passed by a simple majority of the votes validly cast for</div><div>and against the resolution at a general meeting of unitholders, remove</div><div>a director before his period of office expires, despite anything else in</div><div>the ICVC's instrument of incorporation or in any agreement between</div><div>the ICVC and that director.</div><div>ICVCs: unit transfers</div><div>21 A statement that the person designated for the purposes of paragraph</div><div>4 of Schedule 4 to the OEIC Regulations (Share transfers) is the</div><div>person who, for the time being, is the ACD of the ICVC.</div><div>ICVCs: Charges and expenses</div><div>22 A statement that charges or expenses of the ICVC may be taken out</div><div>of the scheme property.</div><div>AUTs: governing law for a trust deed</div><div>23 A statement that the trust deed is made under and governed by the</div><div>law of England and Wales, Wales or Scotland or Northern Ireland.</div><div>AUTs: trust deed to be binding and authoritative</div><div>24 A statement that the trust deed:</div><div>(1) is binding on each unitholder as if it had been a party to it and</div><div>that it is bound by its provisions; and</div><div>(2) authorises and requires the trustee and the manager to do the</div><div>things required or permitted of them by its terms.</div><div>AUTs: declaration of trust</div><div>25 A declaration that, subject to the provisions of the trust deed and all</div><div>rules made under section 247 of the Act (Trust scheme rules) and for</div><div>the time being in force:</div><div>19</div><div>(1) the scheme property (other than sums standing to the credit of</div><div>the distribution account) is held by the trustee on trust for the</div><div>unitholders according to the number of units held by each</div><div>unitholder or, where relevant, according to the number of</div><div>undivided shares in the scheme property represented by the</div><div>units held by each unitholder; and</div><div>(2) the sums standing to the credit of the distribution account are</div><div>held by the trustee on trust to distribute or apply them in</div><div>accordance with COLL 6.8 (Income: accounting, allocation and</div><div>distribution).</div><div>AUTs: trustee's remuneration</div><div>26 Where relevant, a statement authorising payments to the trustee by</div><div>way of remuneration for its services to be paid (in whole or in part)</div><div>out of the scheme property.</div><div>AUTs: responsibility for the register</div><div>27 A statement identifying the person responsible under the rules for the</div><div>maintenance of the register.</div><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-4665178360959952590?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com27tag:blogger.com,1999:blog-7306585767814658629.post-34050791418129749912009-12-01T10:42:00.000-08:002009-12-01T10:42:59.537-08:00<a href="http://www.company-wizard.co.uk/help/123_increase_of_share_capital.aspx">Increasing the share capital 123 with Companies House</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3405079141812974991?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-55963804552501776862009-11-30T03:20:00.000-08:002009-11-30T03:20:32.181-08:00<a href="http://www.adviserzone.com/ezines/savings_investment/issue20/story3.php">TECHzone: a trusting relationship – Standard Life Savings &amp; Investment Ezine - Issue 20 Story 3</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-5596380455250177686?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-89313846330364588392009-11-30T00:36:00.000-08:002009-11-30T00:36:33.705-08:00<a href="http://sdccalculator.hmrc.gov.uk/SDSSMain.aspx">HM Revenue &amp; Customs: SDC-0</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-8931384633036458839?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-60140274337022846292009-11-30T00:35:00.000-08:002009-11-30T00:35:04.506-08:00<a href="http://www.businesslink.gov.uk/bdotg/action/detail?type=RESOURCES&amp;itemId=1082368362">Stamp Duty on the sale or transfer of shares Business Link</a>: "Stamp Duty<br />Stamp Duty on the sale or transfer of shares<br />These days most shares are traded electronically, and are subject to Stamp Duty Reserve Tax (SDRT). However, if you use a stock transfer form when you buy shares this counts as a paper transaction and Stamp Duty is payable at the rate of 0.5 per cent of the transaction value, rounded up to the nearest £5. There is no charge for transactions with a value up to and including £1,000.<br />So if you buy shares for any amount of value ('consideration') up to £1,000 no Stamp Duty will be payable, but if the consideration is £1,050, the duty will be £10. If you're given shares for nothing, you don't have to pay any Stamp Duty."<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-6014027433702284629?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-17461110877255839372009-11-29T09:17:00.000-08:002009-11-29T09:17:47.795-08:00<a href="http://www.companieshouse.gov.uk/forms/formsContinuation.shtml">Companies Act 2006 Guidance</a><br /><br />SH01 completed quarterly to reduce SD<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-1746111087725583937?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-36349628336473119242009-11-29T09:05:00.000-08:002009-11-29T09:05:31.530-08:00<a href="http://www.businesslink.gov.uk/bdotg/action/detail?type=RESOURCES&amp;itemId=1082368362">Stamp Duty on the sale or transfer of shares Business Link</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3634962833647311924?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-62652750085471858292009-11-29T09:00:00.000-08:002009-11-29T09:00:39.239-08:00<a href="http://www.ukbusinessforums.co.uk/forums/showthread.php?t=103398">Share Transfer Forms - UK Business Forums</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-6265275008547185829?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-51253315399163058602009-11-29T07:00:00.000-08:002009-11-29T07:00:04.506-08:00<a href="http://www.nathan.com/thoughts/recipe/">Recipe for a Successful Website</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-5125331539916305860?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-33640963661373876502009-11-29T06:47:00.000-08:002009-11-29T06:47:45.843-08:00<a href="http://www.score.org/eb_39.html">Six Tips for Building a Successful Homepage SCORE</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3364096366137387650?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-39004705258564015862009-11-29T05:59:00.000-08:002009-11-29T05:59:58.462-08:00<a href="http://www1.trustnet.com/Help/AlphaManager.aspx">Help - Alpha manager methodology Trustnet</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3900470525856401586?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-39909297628292434912009-11-24T08:05:00.000-08:002009-11-24T08:05:46.814-08:00<a href="http://www.famousquotesandauthors.com/topics/business_quotes.html">Business Quotes</a>: "An expert is one who knows more and more about less and less."<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3990929762829243491?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-72249515885377427302009-11-18T01:02:00.000-08:002009-11-18T01:02:49.719-08:00<a href="http://www.h-l.co.uk/funds/corporate-bonds">Corporate bonds &amp; corporate bond funds Free report from Hargreaves Lansdown You can invest in corporate bonds within an ISA or SIPP</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-7224951588537742730?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-68036566360987379162009-11-18T00:24:00.000-08:002009-11-18T00:24:55.496-08:00<a href="http://www.h-l.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/m/m-and-g-corporate-bond-class-x-accumulation">M&amp;G Corporate Bond (Class X) Accumulation prices, charges &amp; savings</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-6803656636098737916?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-88598101050211770192009-11-18T00:23:00.000-08:002009-11-18T00:23:14.203-08:00<a href="http://www.h-l.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/s/standard-life-investments-uk-equity-unconstrained-accumulation">Standard Life Investments UK Equity Unconstrained Accumulation prices, charges &amp; savings</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-8859810105021177019?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-63557723789290884592009-11-18T00:21:00.000-08:002009-11-18T00:21:18.801-08:00<a href="http://www.h-l.co.uk/investment-services/isa/savings,-interest-rates--and--charges">ISA savings, interest rates &amp; charges Hargreaves Lansdown</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-6355772378929088459?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-32069429229616319552009-11-18T00:20:00.000-08:002009-11-18T00:20:32.455-08:00<a href="http://www.h-l.co.uk/investment-services/isa">ISAs: Best ISA Discounts with Hargreaves Lansdown’s ISAs</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3206942922961631955?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-90758639607090830212009-11-17T14:01:00.000-08:002009-11-17T14:01:05.895-08:00<a href="https://www.fidelity.co.uk/static/pdf/investor/guidance/fund-evaluator-tutorial.pdf?WT.mc_id=BDC0279">Download version (PDF)</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-9075863960709083021?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-41501673585805650492009-11-17T14:00:00.000-08:002009-11-17T14:00:12.089-08:00"Research funds<br />Overview<br /><br />Fidelity funds<br /><br />Fidelity's fund supermarket<br /><br />Fund Evaluator<br /><br />Benefits<br /><br />Fund partner in focus<br /><br />Fund launches, changes &amp; mergers<br /><br />Fund prices<br /><br />Chart &amp; compare investments<br /><br />Special offers<br /><br />Funds in focus<br /><br />Benefits of our fund supermarket<br />Fidelity's fund supermarket is called FundsNetwork and offers you:<br />Choice<br />over 1,100 funds from over 65 fund companies<br />choice of tax efficient wrappers - ISAs, SIPPs<br />online tools such as our Fund Evaluator to help you narrow down your fund choice.<br />Convenience<br />view your account online 24 hours a day, 7 days a week.<br />investing and switching online is easy.<br />research othe funds and make changes to your portfolio at a time that suits you.<br />bring funds from other fund companies together using Fidelity's Investment Organiser tool.<br />Online savings<br />the typical initial charge is just 1.25% representing a saving of over £200 compared to buying direct from the fund company*<br />low cost online switching - typically 0.25%**<br />even greater savings on selected funds when you become a Fidelity investor<br /><br />* our typical charge is 1.25% - a discount of 3% in many cases, which could mean a saving of over £200 on a £7,200 ISA investment.<br />** if you have selected a dual priced fund you may also have to pay a bid - offer spread"<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-4150167358580565049?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-9170131826091285842009-11-17T13:50:00.001-08:002009-11-17T13:50:53.838-08:00<a href="http://www.actuaries.org/AFIR/colloquia/Orlando/Ferguson_Rom.pdf">Post-Modern Portfolio Theory Comes of Age - Proceedings AFIR 1994 ...</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-917013182609128584?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-34738416511455244822009-11-17T13:50:00.000-08:002009-11-17T13:50:52.856-08:00<a href="http://www.actuaries.org/AFIR/colloquia/Orlando/Ferguson_Rom.pdf">Post-Modern Portfolio Theory Comes of Age - Proceedings AFIR 1994 ...</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3473841651145524482?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-45714299226966884312009-11-17T08:01:00.000-08:002009-11-17T08:01:54.002-08:00<a href="http://www.ifaonline.co.uk/ifaonline/feature/1339055/which-platforms">Which way now for platforms? - IFAonline</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-4571429922696688431?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-76331419867110056592009-11-08T13:12:00.000-08:002009-11-08T13:12:10.442-08:00<a href="http://blogs.reuters.com/felix-salmon/2009/11/06/mutual-fund-fee-datapoint-of-the-day/">Felix Salmon » Blog Archive » Mutual fund fee datapoint of the day Blogs </a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-7633141986711005659?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-43644878547515398772009-11-08T08:26:00.000-08:002009-11-08T08:26:06.023-08:00<a href="http://en.wikipedia.org/wiki/Harry_Markowitz">Harry Markowitz - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-4364487854751539877?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-87297628239192473832009-11-08T08:25:00.005-08:002009-11-08T08:25:57.771-08:00<a href="http://en.wikipedia.org/wiki/Capital_Asset_Pricing_Model">Capital asset pricing model - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-8729762823919247383?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-55608597447866942682009-11-08T08:25:00.004-08:002009-11-08T08:25:51.191-08:00<a href="http://en.wikipedia.org/wiki/Modern_portfolio_theory#The_efficient_.28Efficient.2F_Markowitz.29_frontier">Modern portfolio theory - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-5560859744786694268?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-62968698729088168502009-11-08T08:25:00.003-08:002009-11-08T08:25:36.840-08:00<a href="http://jfe.rochester.edu/">The Journal of Financial Economics</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-6296869872908816850?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-14275890012346469832009-11-08T08:25:00.002-08:002009-11-08T08:25:28.502-08:00<a href="http://en.wikipedia.org/wiki/Michael_Jensen">Michael Jensen - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-1427589001234646983?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-55096583871938759992009-11-08T08:25:00.001-08:002009-11-08T08:25:18.746-08:00<a href="http://financial-dictionary.thefreedictionary.com/Alpha">Alpha financial definition of Alpha. Alpha finance term by the Free Online Dictionary.</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-5509658387193875999?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-83041186960394673482009-11-08T08:25:00.000-08:002009-11-08T08:25:05.248-08:00<a href="http://en.wikipedia.org/wiki/Alpha_(investment)">Alpha (investment) - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-8304118696039467348?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-5707616971715542932009-11-08T08:24:00.002-08:002009-11-08T08:24:50.698-08:00<a href="http://www.economist.com/displaystory.cfm?story_id=14030296">Premium content Economist.com</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-570761697171554293?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-84457999641000123062009-11-08T08:24:00.001-08:002009-11-08T08:24:34.181-08:00<a href="http://en.wikipedia.org/wiki/Linear_combination">Linear combination - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-8445799964100012306?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-29038806709341505422009-11-08T08:24:00.000-08:002009-11-08T08:24:15.765-08:00<a href="http://en.wikipedia.org/wiki/Post_modern_portfolio_theory">Post-modern portfolio theory - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-2903880670934150542?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-34925950136932693872009-11-08T08:23:00.002-08:002009-11-08T08:23:58.903-08:00<a href="http://en.wikipedia.org/wiki/Utility_function#Utility_of_money">Utility - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-3492595013693269387?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-47568988431420141492009-11-08T08:23:00.001-08:002009-11-08T08:23:35.964-08:00<a href="http://en.wikipedia.org/wiki/Roger_Lowenstein">Roger Lowenstein - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-4756898843142014149?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-14389764863043676182009-11-08T08:23:00.000-08:002009-11-08T08:23:22.654-08:00<a href="http://en.wikipedia.org/wiki/Long_Term_Capital_Management">Long-Term Capital Management - Wikipedia, the free encyclopedia</a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-1438976486304367618?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-40585937815637818652009-11-08T04:38:00.000-08:002009-11-08T04:38:32.388-08:00<a href="http://www.whitingandpartners.co.uk/Content/Bed_and_Breakfasting_post_April_1998.htm">Bed and Breakfasting Shares &gt; post April 1998</a>: "Bed and Breakfasting Shares - post April 1998<br />Since 5th April 1998, the Chancellor has introduced new share matching rules which restrict the ability of individuals to 'Bed and Breakfast' their quoted shares, in order to crystallise a gain, to fully utilise their capital gains tax annual exemption, or to realise a loss.<br /><br />The new rules require a sale of shares, or other security, to be matched with acquisitions in the following order:<br />same day acquisitions,<br />acquisitions within the following 30 days,<br />previous acquisitions, after 5th April 1998, on a last-in-first-out basis,<br />any shares in 'pool' at 5th April 1998,<br />any shares held at 5th April 1982,<br />any shares acquired before 6th April 1965.<br />'It is the second of the above rules which stops the traditional Bed and Breakfasting transaction from now working, and clients should take care not to be caught out by this rule unknowingly',"<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-4058593781563781865?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-20147974020056865632009-11-08T03:52:00.000-08:002009-11-08T03:52:15.458-08:00Modern portfolio theory "MPT is a mathematical formulation of the concept of diversification in investing, with the aim of selecting a collection of investment assets that has collectively lower risk than any individual asset. This is possible, in theory, because different types of assets often change in value in opposite ways. For example, when the prices in the stock market fall, the prices in the bond market often increase, and vice versa. A collection of both types of assets can therefore have lower overall risk than either individually."<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-2014797402005686563?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-92211081251689275312009-11-08T03:05:00.000-08:002009-11-08T03:05:22.093-08:00<a href="http://nobelprize.org/nobel_prizes/economics/laureates/1990/markowitz-autobio.html">Harry M. Markowitz - Autobiography</a>: "The basic concepts of portfolio theory came to me one afternoon in the library while reading John Burr Williams's Theory of Investment Value. Williams proposed that the value of a stock should equal the present value of its future dividends. Since future dividends are uncertain, I interpreted Williams's proposal to be to value a stock by its expected future dividends. But if the investor were only interested in expected values of securities, he or she would only be interested in the expected value of the portfolio; and to maximize the expected value of a portfolio one need invest only in a single security. This, I knew, was not the way investors did or should act. Investors diversify because they are concerned with risk as well as return. Variance came to mind as a measure of risk. The fact that portfolio variance depended on security covariances added to the plausibility of the approach. Since there were two criteria, risk and return, it was natural to assume that investors selected from the set of Pareto optimal risk-return combinations."<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-9221108125168927531?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-12171909281226358772008-08-29T02:19:00.001-07:002008-08-29T02:19:42.685-07:00<a href="http://www.stirlinghouseessex.co.uk/">www.stirlinghouseessex.co.uk</a><br /><br />Please take the time to check out our website<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-1217190928122635877?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-82358878737572697482008-08-29T02:18:00.001-07:002008-08-29T02:18:46.353-07:00<a href="http://www.facebook.com/profile.php?id=1346174608"></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-8235887873757269748?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-52423979456090208372008-08-29T02:16:00.000-07:002008-08-29T02:17:13.417-07:00Check out our Linked in page, please leave a comment<div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-5242397945609020837?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0tag:blogger.com,1999:blog-7306585767814658629.post-18727636535387924652008-08-29T02:14:00.000-07:002008-08-29T02:15:57.057-07:00<a href="http://www.linkedin.com/in/craigfookes" ><img src="http://www.linkedin.com/img/webpromo/btn_myprofile_160x33.gif" width="160" height="33" border="0" alt="View Craig Fookes's profile on LinkedIn"></a><div class="blogger-post-footer"><img width='1' height='1' src='https://blogger.googleusercontent.com/tracker/7306585767814658629-1872763653538792465?l=craigfookesshifa.blogspot.com' alt='' /></div>Craig Fookesnoreply@blogger.com0