Britannic Asset Management
UK Property Fund
Type: Authorised property unit trust
Aim: Income and growth by investing directly in UK commercial property
Minimum investment: Lump sum 500, monthly 50
Isa link: No
Pep transfers: No
Investment split: 37.3% retail, 30.6% industrial, 25.3% offices, 6.8% other
Charges: Initial 5.25%, annual 1.5%
Tel: 0845 605044
Sarah Speake has joined Fidelity to head up its intermediary marketing team.
Speake joins from Henderson Global Investors, where she was latterly marketing and product management director, and will report into Fidelity head of UK distribution, Michael Jones.
Speake also previously worked Save and Prosper and GT Management.
Dover Street Capital
Dover Street VCT
Abbey for Intermed-iaries head of pensions and retire-ment Mike Brown says clients going through a divorce will need advice on pension issues in the run-up to A-Day and this is where IFAs should take the chance to link with solicitors.
By John Woolley, director, Technical Connection
In this short video, Richard Marwood, senior UK equities fund manager at Royal London Asset Management, outlines how he seeks to build portfolios that are resilient to short-term volatility. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up and […]
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The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]
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