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.
News and expert analysis straight to your inbox
Sign up
The FCA has today proposed changes that would help unlock patient capital – investment seeking long-term returns, such as venture capital or infrastructure – through unit-linked funds to retail investors. The regulator has also published a discussion paper on the effect of the existing UK framework on investments in patient capital. As part of this year’s budget, chancellor […]
Three advisers talk to Money Marketing about taking time out to help the community Christmas is traditionally a time for giving, so as our thoughts turn to the festive period, how are advice firms giving back to the community or the profession? The great outdoors As a seasoned mountain walker and scout leader, much of […]
Figures show advisers are not taking on enough clients, but this can be fixed with a closer look at efficiency Back in the day, advisers would often have hundreds, if not thousands, of clients who would receive advice as and when they needed it. But changes in regulation from the RDR and, more recently, Mifid […]