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Beer & Partners – EIS Scheme

Beer & Partners

EIS Scheme

Type: Enterprise investment scheme

Aim: Growth by investing in unquoted companies in the I T, healthcare, advanced technology, leisure, internet and business services sectors

Minimum investment: Lump sum £25,000

Charges: Initial up to 3% plus IFA commission, annual 3% in year one, 1.5% from year two

Commission: Initial up to 4.5%

Closing date: June 30, 2009

Tel: 01323 848506


Take note of etn dangers

A recent report from Barclays Stockbrokers shows that investors trading in exchange traded funds increased by 162 per cent from October to December 2008, compared with the previous three months.The number of accounts holding ETFs increased by nearly a quarter (23 per cent) and today half of investors hold ETFs within stocks and shares IsasThis is an extraordinary growth story, particularly as it has been achieved in the face of growing economic uncertainty and equity market declines. However, within this trend is a subplot of its own that most investors do not appreciate – the growth of exchange traded notes. ETFs remain the dominant share class with an asset value of £430bn but ETNs now account for £4bn of this and the number is increasing.

Coral eyes up student property

The Coral Student Portfolio is an actively managed fund of funds that will seek to profit from the low correlation of assets such as property. It has been launched to market demand for alternative student accommodation fund.


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