View more on these topics

Credit Suisse Asset Management – Target Return Fund


Income and growth by investing globally in fixed-interest securities

Minimum investment:
Lump sum £5,000

Investment split:
22% government bonds, 16% investment-grade short-term bonds, 13% investment-grade bonds, 7% high-yield bonds, 7% emerging debt, 6% convertibles, 28% cash, 1% central Europe

Isa link:

Pep transfers:

Initial 4.25%,
annual 1.25%

Initial 3%,
renewal 0.5%

Tel: 020 7426 2929


80% of loan advisers set to quit before regulation

Eighty per cent of IFAs and mortgage brokers are considering leaving or will leave the mortgage market when regulation starts in October, according to a survey carried out by mortgage intermediary firm Cartel. Chief executive Carl Wright says he expects the volume of mortgage transactions in the UK to fall over the next 12 months […]

Review process is a farce

I was very pleased to read Robin Hunter&#39s letter (Money Marketing, March 25). We have a number of clients in very similar situations as the example given in this letter. We also have clients who are only 50-60 per cent of the way through their 25-year policy term. They receive a brief letter based on […]

Bank urged to boost cross-selling

Standard Life wants Standard Life Bank to cross-sell within the group. Chief executive Anne Gunther says as the subsidiaries of Standard Life have come of age and have a strong group of products which work well together, it is logical to create links between the products, for example, a customer who has a flexible mortgage […]

L&G puts on a show of strength

Legal & General has published details of its realistic balance sheet revealing a risk capital margin covered nearly five times by its capital. The realistic balance sheet for 2003 shows total assets of £18.6bn and liabilities of £17.6bn, leaving a with-profits estate of more than £1bn. Its total risk capital margin is £960m, leaving an […]

The Downsizing Delusion: Why relying exclusively on your home to fund your retirement may end in tears

By Steve Webb, director of policy The British obsession with homeownership can have dangerous consequences. A recent survey by Barings¹ found that up to three million people of working age were planning to rely wholly on the value of their home to fund their retirement. We are not talking about people investing in buy-to-let or […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment