26 October 2005
2CGZenith European Income Fund
2CG, a company founded in 2000 by former M&G head of continental Europe Charles Glasse and former Credit Suisse manager Christopher Garsten, has introduced the Zenith European income fund.
Abbey for Intermediaries has, in conjunction with Knight Frank, established the residential property plan , a capital-protected bond linked to the performance of the Halifax House Price Index over a 10-year term.
Perfection is easy to achieve if you set low standards but it is clients who will suffer
Standard Life's board has given the green light to demutualisation and the campaign for the yes vote is now officially under way.
ABN Amro has brought out a Luxemburg-based Sicav that invests in Indian companies and companies deriving most of their business from India.
Alliance & LeicesterTwo Year Fixed Rate Feesaver
The Scottish Widows guaranteed investment bond is a FTSE 100-linked guaranteed equity bond with a term of five years and six months.
Axa Investment Managers is making five multi-manager funds available on its Smart platform, the firm's version of an internal fund supermarket.
Bristol & West has established the income and growth guaranteed equity bond which combines a guaranteed equity bond with a savings account.
BM SolutionsSelf Cert 4.85% Two Year Fixed
Isis Equity Partners is raising up to 22m for the Baronsmead VCT 3 through a C share issue to expand the venture capital trust without diluting its existing portfolio.
Cavendish Asset Management has unveiled an Aim fund, the third fund in its Oeic range.
Cheshire Building SocietyBuy To Let 2 Year Fixed Rate Remortgage
Close Brothers InvestmentClose IHT AIM VCT
Close Investment is planning to raise £25m for its Close Aim IHT VCT, a venture capital trust which provides inheritance tax relief as well as the usual income tax relief.
This week by Tim Webb, a business reporter covering energy for the Independent on Sunday
Coventry Building SocietyBuy To Let 4.99% Flexx Fixed Rate Mortgage
Will taxpayers have to bear the consequences of the Govt's retreat on pensions?
Structured product provider Dawnay Day Quantum has introduced two capital-protected bonds that are linked to a basket of eight industrial metals and energy-related commodities.
Dawnay Day Quantum Protected Commodities Accelerator V
Dawnay Day Quantum Protected Commodities Turbo
Downing Corporate FinanceElectra Kingsway 3 VCT
Downing Corporate FinancePennine Aim VCT 6
Downing Corporate Finance has established the Pennine Aim VCT 6, a venture capital trust that has an inheritance tax option after three years.
A series of high-profile departures sent F&C spinning out of IFAs' orbit but Matt Davis says fund launches and the arrival of a new UK team have stoked up interest
The child trust fund means that, for the first time, all children will have some money behind them at the start of their adult lives
A home for our savings and pensions disappears every time a UK firm falls into foreign hands, says Troy French & Partners senior partner Peter French
Friends Provident International has brought out Premier ultra, an offshore unit-linked bond aimed at high-net-worth investors.
Gerrard Investment ManagementProtected Hindsight Plan 1
Gerrard Investment Management has teamed up with structured product provider Woolwich Plan Managers to offer IFAs a structured product which has weighted exposure to four stockmarket indices depending on performance.
Trade and Industry Secretary Alan Johnson's capitulation on civil servants' pensions is disappointing but sadly not surprising.
Skandia Investment Management has established a multi-manager ethical fund that combines manager of managers with funds of funds approaches.
F&C optimistic despite signs of cherrypicking by funds
Jupiter Asset Management has established the Jupiter Japan Income fund, a unit trust that will aim for income and growth by investing in Japanese equities.
HSBC Bank InternationalEurozone Property Index Income Fund– CSGF 21
HSBC Bank InternationalHong Kong Growth Fund– CSGF 21
HSBC Bank InternationalJapan Market Movement Fund– CSGF 21
Those who know me well, know of my long-standing love affair with vintage scooters: Italian, German, Spanish, even a weird Indian bike called the Kelvinator Avanti. I have owned and ridden many beautiful machines in my time.
New Star has established a unit trust fund of funds that aims for growth and an estimated net income of 3.5 per cent a year while preserving investors original capital
India's rapid economic growth looks set to continue, making it an attractive prospect for the investor
Last week was eventful in the world of investment. First, there was the collapse of Refco - hardly a household name but an important player nonetheless.
Fledgling multi-manager Lawrence House has attracted £10m in multi-manager funds from small to medium-sized IFAs in nine months and is aiming to double the figure next year.
Leeds Building SocietyTwo Year Fixed Rate Mortgage
What are the arguments in favour of a flat rate of income tax and how likely is it to be adopted in the UK?
Matrix Money Management is raising up to 24m each for the Foresight 3 and Foresight 4 venture capital trusts which aim for growth by investing in unquoted technology-based companies in the UK.
Matrix Money Management is raising up to 20m for the Matrix income & growth VCT, a venture capital trust focusing on management buy-outs.
Matrix Money ManagementForesight 3 and 4 VCTs
MFS International UK MFS Meridian Emerging Markets Debt Fund
MFS INternational UKMFS Meridian European High Yield Bond Fund
MFS International UKMFS Meridian European Smaller Companies Fund
MFS International UKMFS Meridian Research International Fund
MFS International UKMFS Meridian Technology Fund
MFS International UKMFS Meridian US Government Bond Fund
MFS International UK, part of Boston-based MFS Investment Management, has merged its UK, Cayman Islands and Luxemburg fund ranges to create a new Ucits III compliant Sicav range for UK investors, MFS Meridian Funds.
What constitutes best advice in the mortgage market? We all know that it is more than price and includes value and service levels of the lender. But every so often a product comes along which ticks all the boxes and you question why anyone else can be doing business at all in that sector.
NDF AdministrationGrowth Plan September 05
Neptune Investment Management, founded by Robin Geffen in 2002, has produced outstanding results across the board.
Neptune Investment ManagementNeptune-Calculus Income & Growth VCT
Noble & CompanyNoble VCT A Shares
Norwich UnionGuaranteed Capital Plan
NvestaMomentum Tracker Plan 2
Britannia International has established the optimum growth bond 11, a FTSE 100-linked guaranteed equity bond that could mature earlier than its six-year term.
Our panel believe packagers have adapted sufficiently to defy predictions of their early demise. Plus, the costs of regulation are assessed
Scottish Equitable has linked up with Merrill Lynch Investment Managers to establish life and offshore versions of its balanced passive pension fund, which has a four year track record.
Pink Home LoansBM Solutions Lifetime Tracker
Pink Home LoansBM Solutions Two Year Tracker
Preferred MortgagesLight 1 Year Discount Standard Verification
The private sector needs to play a greater role in influencing the debate on future healthcare funding, says Bupa Insurance managing director Fergus Kee
Schroders Schroder Income Maximiser
Scottish Widows Investment Partnership European Real Estate Fund
Man Investments has given investors a new opportunity to invest in Man-IP-200 by adding euro and dollar share classes to this capital-protected portfolio of futures and hedge funds.
Skandia Investment Management has brought out a global property fund which will be managed by property investment specialist La Salle Investment Management.
Skandia Investment ManagementEthical Fund
Skandias protected portfolio investment range provides capital growth linked to an equally weighted portfolio of five externally managed funds with varying degrees of capital protection and return over a five year term.
Retrospective Andrea Tryphonides turns back the clock to assess how regulation has impacted on the market
What is clear though is that even with Bolton's good track record, success is not going to be a foregone conclusion, explains Andrea Tryphonides
JO Hambro Capital Management has added the JOHCM American growth fund to its Oeic range.
With a diplomacy not often heard in the sector, the former civil servant who now heads the ABI praises the FSA as a world-class regulator on the one hand while compiling a dossier that aims to document its regulatory failings. But James Salmon finds he is more openly critical of the Government's failure to give the pension industry adequate guidance ahead of A-Day and of its overzealous application of regulation in British industry
Structured Solutions GroupEarly Bonus Plan IV
Scottish Widows Investment Partnership has established the Swip European real estate fund, an Oeic which invests in property shares across Europe including the UK.
In recent weeks, there seems to have been a considerable amount of hype bordering on scaremongering appearing in certain other industry trade publications about the risk of IFAs not being ready for the launch of Microsoft's Vista operating system and the need to take urgent action to prepare for it.
A lot of honest IFAs are being caught up in a flawed complaints process
I have always appreciated the unusual or the quirky. The venue for the IFP conference for the last two years has certainly been both. As you enter, you are greeted by a statue of Atlas (I presume) holding up not the world but the circular ceiling in reception.
It is said that the camera never lies but Nicola York finds that taking a macro snapshot of an economy could give a false picture of the state of the stockmarket
MCOB The FSA needs to get tough with those companies that persistently ignore MCOB 3 rules, writes Nicola York
Following the recent depolarisation of the advice market, Sonia Speedy explores the potential pitfalls facing advisers and examines whether fears about the creation of IFA orphans are justified
Threadneedle InvestmentsAbsolute Return Bond Fund
There are misconceptions in some quarters as to the way the Financial Ombudsman Service works and how it comes to decisions. I should like to take this opportunity to lay to rest some of these commonly held but mistaken opinions on the way we operate.
Have dreams come true for investors who put their money in Duffield's funds?
Key to will planning is the interaction between advisers and the level of access to funds for the investor
M-Day With Mortgage Day came much industry grumbling, especially over KFIs, but it's not all been bad, explains Lindsey Rogerson
Winterthur LifeSection 32 Plan
Wise InvestmentCF Wise Income
Woolwich Plan ManagersCapital Growth Plan - Issue 11