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Barclays Wealth – Barclays Emerging Markets Optimiser Plan January 2011

Barclays Wealth – Barclays Emerging Markets Optimiser Plan January 2011

Type: Capital-protected bond

Aim: Growth linked to the performance of the iShares MSCI Emerging Markets index fund using Barclays’ Optimiser

volatility strategy

Minimum-maximum investment: £5,100-£500,000, Isa  £10,200

Term: Six years

Return: 70% growth in the Barclays’ Optimiser volatility strategy

Protection: Original capital returned in full at the end of fthe term regardless of the performance of the Barclays Optimiser volatility strategy

Closing date: January 31, 2010

Commission: Initial 3%



Bond funds reveal euro holdings as contagion looms

At least seven global bond funds revealed top 10 holdings in peripheral eurozone debt at the end of September, according to Trustnet, as Ireland’s financial woes accelerated towards its recent bailout. Italy and Spain dominated the holdings, rather than Greece and Ireland, which have received a bailout from the IMF and the European Union – […]

Training without bias

Kevin Carr, chief executive of the Protection Review, says his firm is linking up with the Personal Finance Society to offer independent training on protection for advisers

Sense of relief at pension solutions

Despite pressure on the Government to save money wherever it can to address the budget deficit, the Treasury has decided to let pension tax relief continue at the saver’s marginal rate. ABI acting director general Maggie Craig says this will help keep pensions as an important form of saving for higher earners and as a […]

Brokers will beat direct for boosting share

Barclays intermediary sales director David Finlay says brokers will help lenders increase their share of the mortgage market in the future rather than lenders own direct-to-consumer efforts. At the CML conference, he said distribution channels do not affect the performance of the loan. He said: “If a lender is to look hard at its various […]


School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]


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