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Axa Investment Management – Axa WF Human Capital Fund

Axa Investment Management

Axa WF Human Capital Fund

Type: Sicav

Aim: Growth by investing in small and medium European companies that combine strong financial performance and the best human capital management

Minimum investment: Negotiable

Investment split: 100% in small and medium European companies

Place of registration: Luxemburg

Charges: Initial up to 5,5%, annual up to 2.5%

Commission: Subject to negotiation

Tel: 020 7003 1234

Axa Investment Management

Axa WF Alpha Asian Bonds

Type: Sicav

Aim: Income and growth by investing in investment-grade and high-yield Asian fixed income securities, currencies, money market instruments and derivatives

Minimum investment: Negotiable

Investment split: 100% in Asian fixed income securities, currencies, money market instruments and derivatives

Place of registration: Luxemburg

Charges: Initial up to 5,5%, annual up to 1.5%

Commission: Subject to negotiation

Tel: 020 7003 1234

HSBC Investments

Capital Protected Isa

Type: Capital protected Isa

Aim: Growth linked to the performance of the FTSE 100 index
Minimum-maximum investment: £3,000-£7,200

Term: Six years

Return: 30% of the original investment at the end of year three if the index has grown by at least 30%, otherwise 106% of the growth in the index at the end of the term

Guarantee: Original capital returned in full regardless of the performance of the index

Closing date: May 23, 2008

Commission: Initial 3%

Tel: 0800 181 890


ECCLESIASTICAL INVESTMENT MANAGEMENT
Amity Sterling Bond Fund
Type: Oeic
Aim: Income by investing in an ethically screened portfolio UK Government bonds and sterling denominated investment-grade bonds
Minimum investment: Lump sum £200
Investment split: 24% consumer cyclicals, 13% banks, 12% utilities, 12% government, 8% insurance, 7% industrials, 6% telecoms, 5% consumer goods, 4% healthcare, 4% real estate, 5% cash
Isa link: Yes
Charges: Initial 3.75%, annual 1.25%
Commission: Initial 3%, renewal 0.5%
Tel: 020 7680 5853
GUARANTEED EQUITY BONDS
EXCHANGE TRADED FUNDS
LYXOR ASSET MANAGEMENT
Lyxor ETF MSCI Korea
Type: Exchange traded fund
Aim: Growth by tracking the MSCI Korea Index
Minimum investment: One share – negotiable with stockbroker
Investment split: 100% tracking the MSCI Korea Index
Place of registration: France
Isa link: Yes
Charges: Annual 0.65%
Commission: None
Contact: www.lyxoretf.co.uk
LYXOR ASSET MANAGEMENT
Lyxor ETF Hong Kong
Type: Exchange traded fund
Aim: Growth by tracking the Hang Seng index
Minimum investment: One share – negotiable with stockbroker
Investment split: 100% tracking the Hang Seng index
Place of registration: France
Isa link: Yes
Charges: Annual 0.65%
Commission: None
Contact: www.lyxoretf.co.uk
LYXOR ASSET MANAGEMENT
Lyxor ETF Eastern Europe
Type: Exchange traded fund
Aim: Growth by tracking the CECE Extended EUR Index
Minimum investment: One share – negotiable with stockbroker
Investment split: 100% tracking the CECE Extended EUR Index
Place of registration: France
Isa link: Yes
Charges: Annual 0.5%
Commission: None
Contact: www.lyxoretf.co.uk
LYXOR ASSET MANAGEMENT
Lyxor ETF Turkey
Type: Exchange traded fund
Aim: Growth by tracking the Dow Jones Turkey Titans index
Minimum investment: One share – negotiable with stockbroker
Investment split: 100% tracking the Dow Jones Turkey Titans index
Place of registration: France
Isa link: Yes
Charges: Annual 0.65%
Commission: None
Contact: www.lyxoretf.co.uk
GUARANTEED EQUITY BONDS
NDFA
Regular Fixed Income Plan April 08
Type: Capital-protected bond
Aim: Income linked to the performance of the FTSE 100 index
Minimum-maximum investment: £10,000-£1m, Isa £3,600-£7,200
Term: Five years and six months
Return: 8% income a year or 0.65% income a month
Guarantee: Original capital returned in full provided the index does not fall by more than 50% without returning to at least its initial value
Closing date: June 2, 2008, May 19, 2008 for Isa transfers
Commission: Initial 3%
Tel: 01727 734315
UPDATES
ZURICH INTERNATIONAL LIFE
International Wealth Account
Update: CF Midas Balanced Income Fund and CF Midas Balanced Growth Fund are now available through the International Wealth Account
Contact: www.zurich.com/international

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