Our quarterly magazines

The Shareholder and The Fundholder

Our quarterly customer magazines aim to provide clarity and advice on a number of topical economic and investment issues, while highlighting our Advice team's views and opinions and available discounts.

If you would like to order a copy of the magazine by post, please call our Customer Service team on 01296 41 41 41, alternatively please click on the links below to read as a PDF.

The Shareholder

The Shareholder – Summer 2010


  • How to respond to the austerity Budget
  • Making the case for individual shareholders
  • Beyond Petroleum - the cost to us all
  • Real money adds spark as school doubles its investment
  • Half-year update on our shares for 2010


The Fundholder

The Fundholder – Summer 2010


  • New funds join our Platinum 120
  • Europe a continent grapples with debt crisis
  • House Profile - Schroders
  • Compare & Contrast two US funds
  • Ask the expert - Pound cost averaging

01296 41 41 41

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