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Collins Stewart – Collins Stewart Balanced Fund

Friday, September 13, 2002

Type: Oeic

Aim: Income and growth by investing in international bonds, equities, cash and other specialist investments

Minimum investment: Lump sum £5,000

Investment split: 100% in international bonds, equities, cash and other specialist investments

Isa link: Yes

Pep transfers: Yes

Charges: Initial 3%, annual 1.5%

Commission: Initial 3%

Tel: 020 7523 4575


Gittings quits FSA after only five months

FSA director insurance firms David Gittings is quitting his job after only five months to join the board of Wellington Underwriting.The FSA stresses there was no acrimony or dispute over policy despite the short notice period – Gittings is set to leave the regulator and take up his new job next Monday on September 16, […]

Aegon axing up to 600 staff as it buys IFAs

Aegon UK is shedding around 600 of its staff in proportion to the number of IFAs it buys.It has already added 400 people following its deals for IFAs Momentum, Advisory & Brokerage Services and half of Wentworth Rose.Jobs will go at Aegon UK&#39s and Scottish Equitable&#39s headquarters in Edinburgh and Lytham St Annes for every […]

NU tells clients you&#39re on your own with shortfalls

Norwich Union is mailing its 1.3 million mortgage endowment policyholders, telling them to make their own arrangements over shortfalls despite its much vaunted guarantee.NU is predicting that 75 per cent or 975,000 policies face shortfalls. In January 2000, it pledged to make good deficits as long as it achieved investment returns of 6 per cent. […]

Standard Life deserves credit

Is it not about time that the rest of the market adopted the approach of Standard Life over market value adjusters?Sensibly, they have realised that there is not a mass of people trying to cash in their investments – those who do mostly have reasons other than falling markets for doing so – and have […]

Leading Edge – April 2017

There is little doubt 2017 will be a year of political uncertainty. Leading Edge is Royal London Asset Management’s regular review of investment markets. This edition explores some of the impacts that this uncertainty is having on investors, from the pitfalls of prediction within UK equity investing to the dangers of opting for convenience over […]


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