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Barclays opens up to multi funds

Barclays Stockbrokers has introduced the multi-fund Isa.

Clients who invest in the product will be able to choose from 116 different managed and tracker funds. These will include ones offered by 14 external fund managers, ranging from ABN Amro to Gartmore, Merrill Lynch, Perpetual, Threadneedle and Schroders.

The funds on offer will have varying degrees of risk, ranging from cautious to balanced to high risk, and will also cover a wide range of sectors and geographical regions. Investors can choose up to seven funds from the list, depending on the level of risk that they are most comfortable with.

Multi-fund can only be taken out as a maxi Isa. Barclays Stockbrokers is aiming the Isa at experienced investors who are looking to diversify their portfolio

Barclays is following in the footsteps of companies such as Skandia, which offers the MULTIsa. MULTIsa allows investors to choose 10 funds to invest in out of the 206 funds that are available. These include funds from 22 external managers, such as Henderson, Mercury, Perpetual, Threadneedle and Gartmore, and cover a similar broad range of sectors to the Barclays product.


Youngest Sofa member ever

Julia Banwell, 24, of IFA Old Mill Financial Services has become the youngest associate member of the Society of Financial Advisers. Banwell passed six advanced planning certificate exams to become one of only 520 associate members of Sofa. After achieving ASFA membership Banwell was promoted to technical consultant, from a technical support role, at Old […]

Jupiter and offer ISAs

Jupiter has signed a deal with internet site which will allow investors to apply for an Isa in advance of the end of the tax season on April 6.Investors who use the site will benefit from the 1 per cent discount on the initial charge that Jupiter offers on any lump sum equity Isa […]

Man Group – Man Alternative Investments

Thursday, 15th March 2001.Type: Investment trust.Aim: Growth by investing in hedge funds.Minimum investment: £100,000.Maximum investment: None.Investment split: 100 per cent in hedge funds.Types of share: Ordinary.Isa link: No.Pep transfers: No.Redemption date: None.Charges: Initial up to 2 per cent, annual 1.25 per cent.Commission: None.Tel: 020 7285 2000. 

Nobody expects the Spanish Inquisition

Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]

China’s economic bounce may already be over

By Mike Riddell (17 May 2016) Most people would explain the rally in global risky assets since mid-February as being primarily down to the spectacular volte-face from the Federal Reserve, where Janet Yellen (and others) dramatically toned down their narrative that the Fed would be hiking rates as many as four times in 2016. This explanation […]


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