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Buckles investment Services – Snowdonia Growth Fund

Oeic fund of funds

Growth by investing globally in equity funds, fixed interest and cash

Minimum investment:
Lump sum £3,000,
monthly £50

Investment split:
51% UK equities, 26% US equities, 11% European equities, 5% Japanese equities, 4% Far East equities, 3% cash and fixed interest

Isa link:

Pep transfers:

Initial 5.27%,
annual 1.5%

Initial 3%,
renewal 0.5%

Tel: 01745 345 131


Independent view

I have just finished presenting at a series of roadshows for Scottish Widows on the twin subjects of pension simplification and the effect of depolarisation on the IFA community. Hundreds of IFAs attended what was a superbly well organised series of events and Scottish Widows head of market development Ian Naismith provided an incisive insight […]

Skandia planning to axe re-registration

Skandia is planning to dump re-registration as a means of asset gathering on its fund supermarket because the process is too expensive. Regarded by the group as a loss leader, re-registration has been a key battleground for fund supermarkets in the fight for assets. Cofunds has taken approaching £1bn through re-registration while FundsNetwork has taken […]

Direct Life tries to simplify life cover questions

Direct Life has set up a new underwriting system based on the US model which it says will transform life cover in the UK. Express Underwriting presents customers with a single-page application form requiring no medical or family history detail. Once this is received by Direct Life, an adviser will take the customer through more […]

Prudential plans compensation for poor service

Prudential is planning a system where it could make payments to advisers if service standards are not met. As part of a major service overhaul, the company says firms could receive compensation for poor service in the same way that pizza delivery operations give free pizzas where deliveries are late. As part of its preparation […]


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