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Baring Asset Management – Leading Sector Fund

Tuesday, 27th February 2001.

Type: Unit trust.

Aim: Growth by investing in the financials, technology, healthcare, telecommunications and media sectors.

Minimum investment: £2,500, $5,000, Euros 3,500.

Investment split: Financials 33.6 per cent, technology 25 per cent, healthcare 20.9 per cent, telecommunications 13.9 per cent, media 6.6 per cent.

Isa link: Yes.

Pep transfers: No.

Charges: Initial 5 per cent, annual 1.5 per cent.

Commission: Initial 3 per cent, renewal 0.5 per cent – Isas only.

Tel: 020 7214 1900.


Annuity and sympathy

The Budget will be heavily influenced by the general election expected by many in the next couple of months. While Chancellor Gordon Brown has said it will not be a give-away Budget, we can anticipate a Budget focused on the needs of the voting public. Moreover, the Chancellor will probably not wish to upset any […]

Barclays sends out S&S

Barclays Stockbrokers is launching its first managed stocks and shares Isa and is waiving its management fee for anyone investing before the end of June. It says the Isa is suitable for investors looking for stocks and shares but who do not have the time or expertise. The Isa will select the stocks of a […]

Aberdeen Asset Management – Aberdeen European Champions Fund

Wednesday, 28th February 2001.Type: Unit trust.Aim: Growth by investing in large cap European companies.Minimum investment: Lump sum £500. Savings scheme monthly £50.Investment split: 100 per cent in large cap European companies.Isa link: Yes.Pep transfers: Yes.Charges: Initial 4.25 per cent, annual 1.5 per cent.Commission: Initial 3 per cent, renewal 0.5 per cent for Isas.Tel: 0800 592487. 

IFAs point to big gaps between annuity rates

IFAs are claiming that just 10 of the 40 or so annuity providers offer competitive rates, products and services. The IFAs, including The Annuity Bureau and Carrington Consultants, say there is a gap of about 25 per cent between the best and worst rates offered in the market. While they acknowledge that individual circumstances must […]


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