View more on these topics

Barclays Wealth – Emerging Markets Optimiser Plan February 2011

Barclays Wealth – Emerging Markets Optimiser Plan February 2011

Type: Capital-protected bond

Aim: Growth linked to the performance of the i-Shares MSCI emerging markets index fund using Barclays’ Optimiser volatility strategy

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

Term: Six years

Return: 80% of the growth in Barclays’ Optimiser volatility strategy

Protection: Original capital returned in full regardless of the performance of underlying investments

Closing date: April 8, 2011, March 18, 2011 for Isa transfers

Commission: Initial 3.5%

Tel: 0800 234 6021


Adviser Fund Index

Investors bold enough to venture into emerging market equities after the technology, media and telecom bubble have been well rewarded. The MSCI Emerging Markets index returned about 250 per cent over the past decade, according to Financial Express, compared with 15 per cent from developed world stocks. This outperformance triggered a surge of interest in […]


Advisers push for FSCS product levy

Advisers have urged regulatory authorities to consider introducing some form of product levy as an alternative means of funding the Financial Services Compensation Scheme. The recent FSCS £93m interim adviser levy, which followed an interim levy of £80m the pre- vious year, both mainly due to Keydata, plus a £40m annual FSCS levy bill for […]


Aviva freezes annual with-profit bonus payments

Aviva has held the annual bonus rates for its 2 million with-profits customers following a 12 per cent increase in the value of its main fund. Annual bonus rates for new business bonds will remain at 2.75 per cent. New pensions bonus rates have also been frozen at 3.25 per cent. Regular bonus rates for […]

FSCS lands Liontrust with £415,000 interim charge

Liontrust has been hit with a £415,000 Financial Services Compensation Scheme interim levy. The bill compares with a £20,000 annual levy for the firm the previous year and is part of the £233m required from inv- estment management firms, mainly to cover the cost of failed Keydata life settlement vehicle Lifemark. Investment advisers have been […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment