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Bristol & West – 6 Year Income & Growth Bond

Monday, December 10, 2001.

Type: Guaranteed equity bond and high interest account.


Aim: Growth linked to the FTSE 100, Eurostoxx 50 and Nikkei 225


Minimum-maximum investment: £5,000-£1m.

Term: Six years.

Guarantee: Capital returned in full at end of term regardless of

movement in indices.

Return: Capital returned in full along with up to 80 per cent of growth

in indices.

Closing date: January 31, 2002.


Minimum-maximum investment: £1-£1m.

Interest rate: 5 per cent gross a month.

Term: Six years.

Offer period: Until January 31, 2002.

Withdrawal penalties: No withdrawals permitted during term.

Commission: Initial 2 per cent.

Tel: 0845 1110118.


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Friends Ivory & Sime – ISIS Technology VCT

Wednesday, December 12, 2001.Aim: Growth by investing in undervalued UK technologycompanies.Minimum investment: £3,000.Opening-closing date: October 10, 2001-April 2, 2002 for 2001/2002tax year, May 31, 2002 for 2002/2003 tax year.Charges: Implicit.Commission: Initial 3 per cent.Tel: 08457 992299.

Ashburton – Ashburton Dollar Fixed Income Management Fund

Friday, December 7, 2001.Type: Oeic.Aim: Growth and income by investing in international fixed incomesecurities and money market instruments.Minimum investment: Euros 40,000.Place of registration: Isle of Man.Investment split: Inflation-linked bonds 58 per cent, other bonds 10per cent, cash 32 per cent.Isa link: No.Charges: Initial 5 per cent, annual 1.75 per cent.Commission: Subject to negotiation.Tel: 01534 512280.

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Mark Page: why my biggest overweight stock is a discount Spanish retailer

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