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Bespoke Financial Consulting – CF Bespoke IPD UK Monthly Index Tracker Fund

Bespoke Financial Consulting

CF Bespoke IPD UK Monthly Index Tracker Fund

Type: Oeic

Aim: Growth and income by tracking the IPD UK Monthly Index

Minimum investment: Lump sum £1,000

Investment split: 100% tracking the IPD UK Monthly Index
Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 020 8449 6102


Impromptu party goes like a charm

Retirement Plus managing director Duncan Young had no trouble finishing off his household’s surplus food and drink after the festive season.He got a call from his 18-year-old daughter on Saturday afternoon asking if she could bring a few friends back. “How many?” was the not unreasonable question. “About 50”, came the reply. Young gamely (or […]

Watchdog critic leads FSA review of sustainability

The FSA has unveiled the full line-up of the industry figures who will lead the five working groups feeding into the retail distribution review.HBOS chief executive insurance and investment division Jo Dawson will head the sustainability of the distribution sector committee and Royal London chief executive Mike Yardley will chair the impact of incentives group.Royal […]

Pru looks at orphan scheme

Prudential is understood to be looking at a process called a scheme of arrangement rather than a reattribution of its £9bn inherited estate, which would mean the firm would only need 75 per cent of policyholders to agree with any potential deal.By taking this route, any policyholders disagreeing with the potential deal would be swept […]

Benefits of using a probate bare trust

Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of their home, belongings, investment bonds and anything else they may have owned. But, it is not as simple […]


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