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Chase Fleming Isa is linked to Euro Sicav

Chase Fleming Asset Management is launching its Fleming Funds Isa on January 15.

The wrapper provides inv estors with the opportunity to build a portfolio from any of the 17 funds in the FF European-based Sicav.

Alternatively, investors can choose one of two special portfolios, created by CFAM. These focus on technology and Europe and each contain four core FF funds.

The product will make the FF range available through an Isa for the first time in the UK. Previously, FF funds have only been available as a direct investment to UK investors.

Minimum lump-sum investment is £2,000 or £100 a month.

The Isa&#39s initial charge of 5 per cent will be discounted to 3 per cent until February 28.

Annual management fee is 1.5 per cent. Initial commission is 3 per cent and trail is 0.5 per cent.


Cofunds to offer 235 funds from 25 providers

Cofunds will offer 235 funds from 25 providers at launch, which is currently scheduled for January 22. The IFA supermarket, which was founded by Jupiter, M&G, Threadneedle and Gartmore, will initially only offer funds within an Isa wrapper. But the platform will extend its service to include Pep transfers and non-Isa funds later in the […]

Financial software company Lifebase appoints new board manager

Lifebase, the UK and international financial software development company, has promoted Daniel Hall to its board as director of e-development. Hall joined Lifebase in April 2000 after working in systems development for several years. He will be responsible for development of international software systems and the company&#39s internet site. Lifebase chairman Gary Boal says: “Daniel […]

Abbey National Asset Management appoints new team members

Abbey National Asset Management has appointed three new members to its UK equity team. Alison Kennedy joins Abbey from Scottish Widows Investment Partnership. Nick Cox-Johnson and Alex Collins are joining from Henderson Global and Arthur Andersen respectively. ANAM chief executive Colin Mackie says: “We are delighted that our successful UK equity team has been further […]

Record commission for DBS firms

DBS IFA network members achieved record commission levels of £16.2m last November, £2.24m higher than November 1999. DBS says this increase suggests financial services bucked the trend of low consumer confidence during the pre-Christmas period. The British Retail Consortium-KPMG November retail sales monitor says: “The Christmas season did not really get going in November.” Total […]

Value for money in DC pensions

The Pension Policy Institute (PPI)’s recent report “Value for money in DC pensions” tries to identify factors by which people can assess whether their pension offers fair value for money (VFM). Fiona Tait provides an overview of the findings. Positive Outcomes It is extremely hard to assess VFM in a pension. Press activity naturally focuses […]


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