View more on these topics

Cofunds – Cofunds Cash Reserve

Friday, 15 March 2002

Type: Unit trust maxi Isa

Aim: Income or growth by investing in unit trusts

Minimum investment: Lump sum £1,000

Maximum investment: Lump sum £7,000

Catmarked: No

Investment choice: Choice of 505 unit trusts from Aberdeen, ABN
Amro, Artemis, Axa, Barings, Britannic, BWD Rensburg, Close, Credit
Suisse, Deutsche, Dresdner, Edinburgh, Five Arrows, First State,
F&C, Friends Ivory & Sime, Framlington, Gartmore, Henderson,
HSBC, Investec, Invesco Perpetual, JP Morgan Fleming, Jupiter,
Legal & General, Lloyd George, Lazard, Liontrust, LeggMason, M&G,
Merrill Lynch, Newton, Norwich Union, Old Mutual, Rathbones, Royal
& SunAlliance, Sarasin, Schroders, Standard Life, SG Asset
Management and Threadneedle

Charges: Annual 0.65 – 1.75%

Commission: Renewal 0.5%

Tel: 0845 6044001

Recommended

Winterthur Sipp goes universal

Winterthur Life has established the universal Sipp, a self-invested personal pension plan that offers access to a range of investment funds from Winterthur Life and external fund managers.The Universal Sipp is a full Sipp that provides access to a range of 41 funds from 17 fund managers including Credit Suisse, Fidelity and Newton. Three Winterthur […]

Money Guru fund aiming to pick out undervalued firms

Investment research comp-any MoneyGuru is offering its first branded unit trust in association with Way Fund Managers.The Elite MoneyGuru income with growth trust will invest in UK equities, with a particular focus on small and mid-cap sectors.The trust will hold around 20 stocks and each stock will be subject to MoneyGuru&#39s research and analysis.Investors and […]

First State appoints new head of marketing

First State Investments has appointed John Harte, 37, as its head of marketing and communications. Harte will report directly to chief executive Rob Adams and will be a member of the company&#39s executive committee. He was previously head of retail business at Capital International and head of European retail and institutional marketing Schroders.

Take the bypass

A recent article on the merits of placing offshore investments in trust drew a comment from a leading IFA which indicated that planning for beneficiaries was not the role of the IFA.As a self-confessed ano-rak, I have been looking at this issue in some depth and have some bad news – we may not be […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment