View more on these topics

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

Recommended

Free switches into SG tech fund

SG Asset Management is offering investors free switches into its SocGen technology fund to mark the fund&#39s fifth anniversary on May 22. The offer, which comes as SG predicts further rationalisation in the tech sector, applies both to direct investments and Isa/Pep transfers. Following the discount period, the initial charge reverts back to 5.25 per […]

Royal London slashes equities and payouts

Royal London Group has sold approximately £3bn in equities and is slashing with-profits bonuses by up to 24 per cent for Scottish Life compared with 19 per cent for Royal London policyholders.The cuts have led IFAs to question Royal London&#39s commitment to existing policyholders in the closed Scottish Life with-profits fund.The company now admits it […]

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 […]

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