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Credit Suisse Asset Management – Multi-Manager Multi-Asset Distribution Portfolio

Credit Suisse Asset Management

Multi-Manager Multi-Asset Distribution Portfolio

Type: Oeic

Aim: Income and growth by investing globally in equities, fixed-interest securities and property shares through investment funds

Minimum investment: Lump sum £1,000, monthly £100

Investment split: 28% fixed interest, 21% UK equity income, 16% protected equity, 12% property, 12% overseas equity, 5% listed hedge funds, 5% thematic, 1% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.5%

Special offer: Initial charge waived

Offer period: Until December 31, 2007

Commission: Initial 3%, renewal 0.5%

Tel: 020 7426 2929


FSA highlights changes to unit-linked investment regime

The FSA is to introduce changes next month to allow life insurance companies to invest in a wider range of unit-linked assets.The changes, which come into effect on October 6, are part of the regulator’s move to a more principles-based regime for unit-linked investments.The current ‘permitted links’ rules governing which assets the unit-linked insurance sector […]

Portavista platform to boost commission

Capita Enabler has launched its platform proposition, with Bankhall the first firm to white-label the offering.Chief executive Peter Mann said advisers using the platform, called Portavista, could increase their average commission by 0.4 per cent.Bankhall unveiled the platform at its annual conference in Cannes last week.Mann said Bankhall will offset an additional amount of commission […]

Police follow broker fraud cash trail to the Gold Coast

Police believe that a senior financial adviser jailed for six years in 2004 for defrauding clients out of more than 1.75m may have hidden some of the money away in Australia.Michael Hart, formerly managing director of Lucas Fettes, admitted a series of theft charges when he appeared before Norwich Crown Court but following his jailing, […]


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