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Close Finsbury Asset Management – MultiAsset Portfolio

Oeic multi-manager fund of funds

Growth by investing in equity funds, bond funds and alternative investments including commercial property and hedge funds

Minimum investment:
Lump sum £25,000

Investment split:
36% UK equities, 12% fixed interest, 10% US, 10% commercial property, 8% structured investments, 8% hedge funds, 6% Europe, 5% Japan, 3% natural resources, 2% cash

Isa link:

Pep transfers:
Initial 4.5%,
annual 1.5%,
performance fee 15%

Initial 3%,
renewal 0.25%

Tel: 0800 1696968



REID ALL ABOUT ITI recently attended the Financial Planning Association&#39s conference in Denver, known as the Mile High City. The altitude has the effect of leaving you short of breath until you acclimatise. After my friends collected me at the airport, we drove straight to the Rockies. The next day I found myself 14,000 feet […]

Survey shows consumers want simple risk indicators

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Popplewell picks price principle

Financial planning expert Keith Popplewell has shown how regular investments on falling unit prices can beat pound cost averaging. He has shown how investors can reinvest cash into a vehicle with a falling unit price that will reduce the price level that the unit needs to rise for the investor to make a profit. Popplewell […]

International jurisdictions

By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]


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