View more on these topics

F&C Asset Management – Lifestyle Cautious Fund

F&C Asset Management

Lifestyle Cautious Fund

Type: Oeic fund of funds

Aim: Growth by investing in global equities, UK corporate bonds and property through investment funds

Minimum investment: Lump sum £1,000 each fund/ £5,000 across the fund range, monthly £50 each fund/£100 across the fund range

Investment split: 29% UK equity, 22% UK corporate bonds, 13% property, 10% US equity, 8% European equity, 5% Japanese equity, 5% emerging markets equity, 3% Pacific ex Japan equity, 5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 0.5%

Special offer: Free investment protection on direct investments

Offer period: Until December 31, 2007

Commission: Initial 3%, renewal 0.5%

Tel: 0845 799 22 99

Recommended

IMA chief wants Government help to boost savings industry

The Investment Management Association has appointed F&C Asset Management’s Robert Jenkins as its new chairman, replacing Threadneedle’s Simon Davies.Jenkins is the non-executive chairman of F&C Asset Management plc. He was the company’s chief executive for seven years before its merger with Isis Asset Management in 2004.Three additions were made to the IMA board at last […]

1

Blow to protected rights due to Pensions Bill amendments

The differences between protected rights and pensions built up from other savings are set to remain in a new amendment that has been inserted into the Pensions Bill 2007. The Pensions Bill is currently in the Committee stage in the House of Lords and the details of the latest amendments to the Bill appeared on […]

Leading Edge – April 2017

There is little doubt 2017 will be a year of political uncertainty. Leading Edge is Royal London Asset Management’s regular review of investment markets. This edition explores some of the impacts that this uncertainty is having on investors, from the pitfalls of prediction within UK equity investing to the dangers of opting for convenience over […]

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