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Clerical Medical International – Growth Lock-in Fund

Monday, 10 March 2003

Type: Capital guaranteed fund

Aim: Sterling &#45 growth linked to FTSE 100 and JPMorgan UK government bond indices, Euros &#45 growth linked to Dow Jones Eurostoxx 50 and JPMorgan Eurozone government bond indices, US dollars &#45 growth linked to S&P 500 and JPMorgan US government bond indices

Minimum investment: £15,000, Euros 22,500, $dollars 22,500

Place of registration: Isle of Man

Investment split: Sterling &#45 FTSE 100 index 50%, JPMorgan UK government bond index 50%, Euros &#45 Dow Jones Eurostoxx 50 index 50%, JPMorgan Eurozone government bond index 50%, US dollars &#45 S&P 500 index 60%, JPMorgan US government bond index 40%

Guarantee: Original capital returned in full regardless of performance in indices

Charges: Sterling &#45 annual 1%, Euros &#45 annual 1.35%, US dollars &#45 annual 1.5%

Commission: Subject to negotiation

Tel: 0845 8502573


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Royal London slashes equities and payouts

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McDonald Glencross – McDonald Glencross Approved EIS Fund 4

Thursday, 13 March 2003 Aim: Growth by investing in unquoted companies Minimum investment: Lump sum £40,000 Opening/closing dates: March 3, 2003/April 30, 2003 Charges: Initial 5%, annual up to 2.5% Commission: Initial up to 3% Tel: 020 7229 0054

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


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