View more on these topics

Clerical Medical – Balanced Managed Fund

Type:
Oeic

Aim:
Growth by investing globally in equities, fixed interest and cash

Minimum investment:
Lump sum £10,000, monthly £400,
Isa lump sum £3,000, monthly £200

Investment split:
56.6% UK, 13.6% US, 5.7% Europe, 3.2% Japan, 3.2% Pacific,
12.7% fixed interest, 5% cash

Isa link:
Yes

Pep transfers:
Yes

Charges:
Initial 4%,
annual 1%

Commission:
Initial 3%, 0.5% renewal,
Isa/Pep transfers initial 0.5%, renewal 0.5%

Contact:https://ifa.clericalmedicalsecure.co.uk/ads/oeics

Recommended

Follow the trail

I have read quite a bit about the proposal to stop trail commission. However, no one has ever thought to ask life companies what they do with their trial commission? On leaving a tied position, all of my renewal commission that I had built up stayed with Abbey Life. It was not paid to another […]

Pension edge: Michael Fairweather

A self-invested personal pension gives you a much greater choice of investments than can normally be offered by a packaged pension. A Sipp separates the role of pension provider and investment provider, allowing you to take personal control of the investment of your fund. Just like personal pensions, Sipps offer tax relief on contributions at […]

Woolwich offers early riser

The capital growth plan issue A18 from Woolwich Plan Managers is a capital-protected bond that is linked to the FTSE 100 index for a five-year term. The product provides a 100 per cent capital return regardless of the performance eof the FTSE 100 plus 100 per cent of the growth in the index. There is […]

&#39M-Day rush may leave brokers out of business&#39

Mortgage brokers could be blocked from trading for months because of a regulatory bottleneck, warns Optoma Interpartners Network. It is concerned there will be a stampede of brokers rushing to be processed as appointed representatives of networks before mortgage regulation comes in at the end of October. Compliance director Richard Palmer says brokers are putting […]

The Rubik’s Cube: China’s policy trilemma

By Douglas Turnbull, Investment Director, Head of Chinese Equities China faces a ‘Rubik’s Cube’ policy trilemma, whereby it needs to sustain a minimum acceptable level of growth, deal with issues such as overcapacity and reform the financial system to make it a far more efficient allocator of capital. Given the contradictory nature of these objectives, […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com