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Aitchison & Colegrave launch Global Strategy Trust


Aitchison & Colegrave


Aim: To achieve capital growth and income through a fund of funds investment.

Minimum investment: Single – £500, regular £30 a month.

Investment split: UK fixed interest – 20 per cent including M&G corporate bond 5 per cent, Henderson preference & bond 5 per cent, Aberdeen Prolific fixed interest 10 per cent. UK equity – 56 per cent including Scottish Widows UK All Share 10 per cent, Jupiter Income 3 per cent, Invesco UK Income 5 per cent, Perpetual High Income 3 per cent, Newton Income 5 per cent, Britannia Higher Yield 10 per cent, Newton Higher Income 8 per cent, Exeter High Income 8 per cent, Mercury Income 4 per cent. Europe – 15 per cent including Invesco European Growth 5 per cent, Threadneedle European Select Growth 5 per cent, Newton European 5 per cent. US – 4 per cent including Credit Suisse Transatlantic 2 per cent, Threadneedle American Growth Two 2 per cent. Cash – 5 per cent.

Yield: 3.95 per cent.

Pep link: Available.

Charges: Initial – 5 per cent, annual – 1.5 per cent.

Special offer: 2 per cent discount on initial charge.

Offer period: Until December 31, 1998.

Commission: Negotiable.

Tel: 0141 332 5961.


AIM pushes six companies

AIM believes that the market slide over 31 per cent in the last six months has thrown up bargain stocks.It is recommending six companies that it believes are undervalued and provide good growth prospects.They are Furlong Homes, Gartland Whalley & Barker, C & B Publishing, VFG, Mears Group and Shalibane.

A&L fixes for Savers

HIGH INTEREST ACCOUNTSAlliance & LeicesterFIXED RATE SAVINGS BONDType: Fixed rate investment bond.Minimum-maximum investment: £1,000 – £50,000 per individual investor.Interest rates: Annual – 7.4 per cent, monthly – 7.15 per cent.Term: One year.Offer period: While funds last.Withdrawal penalties: No withdrawals permitted during term.Tel: 0800 412214.

FSA in education drive

The Financial Services Authority plans to set up a multi-million pound programme of financial education in schools and through employers.The regulator believes the changes could be added to school curriculums within the next year. The most likely approach is to incorporate financial services issues within existing subjects, such as maths and information technology.The budget has […]

Lazard intoduces a fund of funds transfer Pep

Lazard Asset Management hopes to attract Pep investors who hold several plans by offering a one-stop-shop. It&#39s Active Transfer Pep allows investment in Lazard&#39s own unit trusts plus a selection of external fund managers.Daly reckons this approach may appeal to clients who want less complication. He says: &#34There are always people who want a simpler […]

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]


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