View more on these topics

Fidelity – Fidelity Retirement Fund 2015

Fidelity

Fidelity Retirement Fund 2015

Type: Oeic fund of funds

Aim: Growth by investing in a portfolio of equities, bonds, property securities and commodities mainly through Fidelity funds

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 100% in equities, bonds, property securities and commodities mainly through Fidelity funds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 3.5%, annual 1.5% reducing to 1.25% five years before target date

Commission: Initial 3%, renewal 0.5%

Tel: 0800 414181

Recommended

Schemes need to serve over default lines

Scottish Life is backing calls for pension schemes to take more responsibility for defined-contribution investment strategy in a bid to meet the needs of scheme members.The Pension Institute published a report in April which found that 69 per cent of pension professionals thought that typical investment arrangements in UK DC pension schemes fall short of […]

Prepare for impact

The demise of the payment menu comes as no surprise and, given the failure of the initial disclosure document as a means of status declaration, its removal can hardly be a surprise either.

Rock rolls in as UK’s second biggest lender

Northern Rock has leapfrogged Abbey and Lloyds TSB to become the second-biggest lender in terms of gross mortgage lending, Money Marketing can reveal.The Council of Mortgage Lenders’ preliminary results for the top 30 biggest lenders in 2006 show Northern Rock has gone from fourth position to second. The lender’s market share has grown from 8 […]

7IM in move to Lyxor

7IM has replaced the iShares FTSE 100 exchange traded fund with the new lower-cost Lyxor ETF FTSE 100 in its multi-manager portfolios.

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