Cavendish Asset Management
North American Fund
Type: Oeic
Aim: Growth by investing in US equities, with a bias towards medium and big companies
Minimum investment: Lump sum £2,500
Investment split: 100% in US equities and other assets
Isa link: Yes
Charges: Initial 5%, annual 1.5%
Commission: Initial 3%, renewal 0.5%
Tel: 020 8810 8041
An adviser fighting for compensation for Barclays clients who lost money in the Aviva global balanced income fund has written to the FSA urging it to review the issue under its wider implications regime.
When Home of Choice chief executive officer Gerry O’Brien invited me to become a non-executive director last year, I not only needed to do due diligence but also to under-stand the issues they faced and be satisfied that my executive experience (with Thinc, Bradford & Bingley and Merrill Lynch) would be of value to HoC.
Group Sipps may have lost their sheen to companies’ top earners since the Budget, but that is not enough to stop their continued growth. In an era when boardroom pay is under scrutiny like never before, it must surely be harder for decision-makers to let their own vested interests override those of the company they run.
Rockingham Retirement is set to launch a whole of market annuity service in a bid to help people with small pension pots get a better deal.
It has taken a little longer than expected, but finally the jaws of regulation are closing on those employers who have failed to meet their auto-enrolment (AE) legal duties.
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It pays for fund managers to take on environmental, social and governance issues an Aviva survey says. Since 2014 the proportion of investment manager firms incorporating ESG considerations into fund manager and analyst remuneration has risen fourfold to 42 per cent, according to the study by Aviva Investors’ Multi-Manager Research team. The survey covered 61 respondents […]
The rise of the Jisa shows no sign of abating as the emphasis on intergenerational wealth planning grows The Junior Isa is gaining popularity with clients, with almost 15 per cent more plans subscribed to in 2017/18 than the previous year (see chart below). Part of this growth is down to the product’s flexibility to […]