View more on these topics

Alliance Trust Asset Management – North American Equity Fund

Alliance Trust Asset Management

North American Equity Fund

Type: Oeic

Aim: Growth and income by investing in US and Canadian equities

Minimum investment: Lump sum £5,000, monthly negotiable through Alliance Trust Savings platform

Investment split: 100% in US and Canadian equities

Isa link: Yes

Charges: Initial 5%, annual 1.2%, performance fee 20%

Commission: Subject to negotiation

Tel: 08000 326 323

Alliance Trust Asset Management

UK Equity Income Fund

Type: Oeic

Aim: Income and growth by investing mainly in UK equities with some exposure to corporate and government bonds

Minimum investment: Lump sum £5,000, monthly negotiable through Alliance Trust Savings platform

Investment split: 100% in UK equities, corporate bonds and government bonds

Isa link: Yes

Charges: Initial 5%, annual 1.2%, performance fee 20%

Commission: Subject to negotiation

Tel: 08000 326 323

Recommended

Goodwin took 2.7m on pension

City minister Lord Myners has admitted to the Treasury select committee that he failed to ask the board of Royal Bank of Scotland how much ex-chief executive Sir Fred Goodwin would ultimately get for his pension. Myners also revealed to MPs that Goodwin had taken a 2.7m cash advance on his pension.

Advisers are urged to check collateral risk

Advisers should look at whether issuers of capital-protected structured products are covered by collateral arrangements when gauging risk, warns Schroders structured investments manager John Teahan.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment