View more on these topics

Exeter Investment Group – International Growth Portfolio

Thursday, 5 April 2001.

Type: Unit trust.

Aim: Growth by investing in the managed growth fund, global opportunities fund and Pacific growth fund.

Minimum investment: Lump sum £1,500.

Investment split: Managed growth fund 50 per cent, global opportunities fund 25 per cent, Pacific growth fund 25 per cent.

Yield: Nil.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5 per cent, annual 1.25 per cent.

Special offer: Initial charge reduced to 4 per cent for Pep transfers.

Offer period: Until June 30, 2001.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 08080 393837.



BROKER &#39Talkback&#39

Do you think the tax-free cash option should be reinstated on AVCs? “Yes. Otherwise it is an uneven playing field. At the moment, the obvious choice for most IFAs&#39 clients is stakeholder.” Edwin Forsythe, Forsythe Financial Services“Whatever they do, they should do it quickly. The tax-free cash option is right for some and not for […]

A roll of the Isa

The City is famed for its high rollin&#39 ways where fund managers, not content with their day job of riding the stockmarket roller coaster have to indulge in high stakes spread betting by night. The heady days of the 1980s&#39 bonus boys may be over but Money Marketing was not surprised to overhear Schroders head […]

Small caps get a starring role in Isa season

Old Mutual Fund Managers led its Isa season assault with the launch of a UK small-cap fund managed by Ashton Bradbury. Last week, Framlington announced it will kick off the 2001/02 season with a new UK smaller companies fund run by Roger Whiteoak.SG Asset Management has also suggested it may launch a small-cap fund later […]

Will it be a soft landing for stakeholder?

Around 40 pension providers will be on the starting line in the stakeholder race following acceptance of their entries by Opra. The amended stakeholder regulations came from the Government at the very last moment but held little to delay preparations for the launch. There is little margin for error in the regime imposed on providers […]

US election

Capital Market Notes, November 2016 David Lafferty, chief market strategist at Natixis Global Asset Management, looks at the impact on markets and portfolios since the somewhat surprising outcome of the US election. Click here


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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