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Cavendish Asset Management – UK Balanced Income Fund

Cavendish Asset Management – UK Balanced Income Fund

Type: Oeic

Aim: Income and growth by investing in UK equities and UK fixed-interest securities

Minimum investment: £2,500

Investment split: 20-80% in UK equities, 20-80% in UK fixed-interest securities

Isa link: Yes

Charges: Initial 5%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 020 8810 8041


EC proposes new bank levy

The European Commission has today proposed the creation of an EU-wide levy on banks, in an effort to ensure that future bank failures are not at the cost of the taxpayer or destabilise the financial system.

Seeking quality in uncertain markets

By Ewan McAlpine, Senior Client Portfolio Manager In uncertain times, investors naturally seek safety. But in fixed income markets, what does that really mean? Ewan McAlpine outlines the approach RLAM’s Fixed Income Team will be adopting across its credit funds in response to potentially volatile markets this year. Click here for full article


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