View more on these topics

Dresdner invests in the UK

The UK is the focus for the British portfolio trust from Dresdner RCM

Global Investors.



British portfolio is an investment trust aimed at medium-risk

investors looking for long-term growth and who want to keep their

money in the UK.

The trust will invest in a portfolio of 80 to 90 UK companies in the

FTSE all share index. At least 70 per cent will be blue-chip

companies including Vodaphone, BP and Glaxo SmithKline that are

also listed on the FTSE 100 index. The remaining 30 per cent will

come from the smaller company end of the stockmarket. However,

the trust will benchmark the FTSE all share index.

It will be managed by Neil Dwane, who joined Dresdner RCM from JP

Morgan in January 2001, where he was senior UK equity portfolio

manager. Before that he worked for Flemings, where he managed

the Fleming mercantile investment trust.

According to Standard & Poor’s, of the 14

investment trusts run by Dresdner RCM, six are first quartile, three

are second quartile, three are fourth quartile and two are fourth

quartile, based on £1,000 invested on a mid-to-mid basis with gross

income reinvested over three years to November 12, 2001.

Recommended

DWP to launch face to face advice service

The Department for Work and Pensions is set to launch a face-to-face advice service for pensioners and those planning for retirement. As part of the new Pensions Agency, advisers would offer a home visiting service. It says it will give advise on benefits and if asked about personal pensions would direct people to websites and […]

Lombard International Assurance – Phased Investment Programme

Monday, November 12, 2001.Type: Offshore bond.Aim: Growth by investing initially in the Amvescap Aim cash fund andthen in bonds and global equities.Minimum investment: £100,000.Place of registration: Luxemburg.Investment split: Initially 100 per cent in Amvescap Aim cash fund,then choice of bonds and global equities.Isa link: No.Charges: Annual 0.5-1.5 per cent.Commission: Subject to negotiation.Tel: 00352 346191.

Good prospects from F&C

Foreign & Colonial has come up with the with-prospects fund, an Oeic that works in a similar way to a with-profits bond.The fund invests in a portfolio of stocks from the UK and overseas, plus fixed interest investments. It is designed to produce growth over the long term and to provide investors with the benefits […]

UCB Home Loans – FlexiPlus

Monday, November 19, 2001.Type: Discounted rate flexible mortgage.Discounted term: Two years.Discount: 1 per cent.Payable rate: 5.49 per cent.Minimum loan: £25,000.Maximum loan: Loans of up to 50 per cent of valuation subject to amaximum of £750,000, 51-70 per cent subject to a maximum of£500,000, 71-80 per cent subject to a maximum of £300,000, 81-85per cent subject […]

Pensions - thumbnail

Auto-enrolment — don’t leave it too late…

With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com