View more on these topics

F&C Asset Management – Lifestyle Growth Fund

F&C Asset Management

Lifestyle Growth 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: 50% UK equity, 8% European equity, 10% US equity, 5% Japanese equity, 7% Pacific ex Japan equity, 10% emerging markets equity, 2% property 8% UK corporate bonds

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


RBS in multi-brand move

Firm admits proposition not working and aims to mimic HBoS version after stiff criticism from brokers.

FSA releases McCarthy letter

The FSA has finally published the notorious letter of complaint from Callum McCarthy to Tony Blair, revealing the full fury of the FSA chairman against the Prime Minister.The letter, revealed under the Freedom of Information Act, attacks the “sweeping accusation” made by Blair in May 2005 – revealed exclusively by Money Marketing – that the […]

Widows reopening door to property fund

Scottish Widows is lifting the restrictions on investments into its property life fund.In June 2006, new flows of business into the property life fund were restricted to a maximum of 15 per cent of funds invested. This was to prevent performance of the fund being compromised by a high cash weighting.Head of market relations George […]

‘Personal accounts may hit group protection’

Swiss Re is warning that personal accounts could damage the group protection market and increase the protection gap.Head of technical development Ron Wheatcroft says employers may not feel incentivised to provide group protection after auto-enrolment in personal accounts is introduced.He says: “Employers are more and more under the cosh financially and if they have to […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment