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Britannic Asset Management – UK Property Fund

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


Fidelity poaches Speake to boost IFA marketing team

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.

Split decisions

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.


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