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BWD Rensburg – BWD UK Micro-Cap Growth Trust

Friday, 25 October 2002

Type: Unit trust

Aim: Growth by investing in UK companies with a market cap of less than
£100m, UK smaller companies and cash

Minimum investment: Lump sum £2,500

Investment split: UK companies with a market cap of less than £100m 75%, UK smaller companies and cash 25%

Yield: 1.5% gross

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 7316028


An unsound deduction

Last week&#39s article was on the seemingly stable issue of tax relief on premiums paid by companies under policies on the lives of key people. The rules for deductibility of the premiums and assessability of the policy proceeds are well known and, broadly speaking, provide that premiums will not be deductible unless they are in […]

Scottish Mutual launches property plan alternative to equities and bonds

Abbey National is offering a commercial property plan under its Scottish Mutual brand as an alternative to equity and bond investments.The plan is a single-premium investment maturing on January 15, 2013 and is being marketed in association with Westbury Asset Management and Knight Frank.Abbey says over the last decade the commercial property market has delivered […]

The humane ratio

This week, I will continue to look at the way in which a share-purchase arrangement could be structured for Owl Sewerage Services Ltd – the fairly typical company I have been using as an example over the last few articles.Fundamentally, we have by this stage determined the financial needs of each of the shareholders on […]

Friends Provident sales up

Friends Provident has announced a 13 per cent increase in new business for the first nine months of the year. The results show an increased focus on group pensions and protection, with with-profits accounting for only 27 per cent of sales.Protections sales went up 19 per cent to £32m from £26m APE and group pensions […]


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