View more on these topics

Exeter Investment Group – UK Balanced Portfolio

Thursday, 5 April 2001



Type: Unit trust.

Aim: Income and growth by investing in the equity income fund, zero preference fund and capital growth fund.

Minimum investment: Lump sum £1,500.

Investment split: Equity income fund 50 per cent, zero preference fund 25 per cent, capital growth fund 25 per cent.

Yield: 2.74 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5 per cent, annual 1.36 per cent.

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

Offer period: Until June 30, 2001.

Commission: Initial 5 per cent, renewal 0.5 per cent.

Tel: 08080 393837.

 

Recommended

Norwich Union – Your Pension @ Norwich Union – Group

Friday, 9 April.Type: Group stakeholder pension.Minimum premium: £20.Minimum group size: 1.Minimum-maximum ages: 16-74.Fund links: Stakeholder with-profits, balanced managed, UK index tracker fund, sustainable future managed, retirement protection, deposit, defensive managed, UK equity, European equity, US equity, global bond, global equity, Pacific equity, index-linked gilt, gilt, international index tracker, property, sustainable future UK growth, sustainable future […]

Freetrawl.com achieves 19.5 per cent over surrender value in first year

Freetrawl.com, the website which help IFAs find the best price for clients&#39 traded endowment policies, says it has a successful first year achieving an average of 19.5 per cent over surrender value on Teps traded. It says this compares with an average value of only 16 per cent by market makers in the traditional Tep […]

Edinburgh Dragon Trust down

The net asset value of Edinburgh Dragon Trust fell by 12.9 per cent in the six months to February 28, 2001.The fall compares to a fall in the MSCI Combined Asia Free ex Japan benchmark index of 15.5 per cent, outperforming it by 2.6 per cent.Edinburgh Dragon Trust chairman Tony Cassidy says: “Whilst in the […]

Small firms set to boost sales of stakeholder

Small employers with fewer than five staff could give stakeholder a boost by offering their employees a pension even though they are exempt from doing so, claims Legal & General. According to L&G&#39s research, just 54 per cent of employers with between one and four staff were aware of stakeholder but it says, of these, […]

Scheme pays explained

By Fiona Hanrahan, senior product insight and technical support analyst We’ve received lots of queries on scheme pays and when it can be used. This article explains how it works and the conditions which apply. What is ‘scheme pays’? If an individual exceeds the annual allowance (AA) and an AA tax charge is due, they […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment