View more on these topics

Fidelity FundsNetwork – FIL FundsNetwork PortfolioManager: Cautious

Fidelity FundsNetwork

FIL FundsNetwork PortfolioManager: Cautious

Type: Oeic

Aim: Growth by investing in UK bonds, global equities and property

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

Investment split: 50% UK bonds, 30% UK equities, 10% developed market equities, 10% property

Isa link: Yes

Pep transfers: Yes

Charges: A shares – initial 5%, annual 1%, N shares annual 0.5%

Commission: A shares – initial up to 5%, renewal 0.5%, N shares – none

Tel: 0800 995511


Principal adds offshore funds to Vantage

Principal Global Investors has added its Dublin-based funds to Vantage, Hargreaves Lansdown’s funds platform. The asset manager, with $244.9bn under management, will add its global equity, European equity, Asian equity, emerging markets equity, Japanese and US equity funds to the platform in a bid to introduce UK retail investors the opportunity to gain access to […]

Lenders attack plan for compulsory insurance

The Council of Mortgage Lenders has hit out at the Joseph Rowntree Foundation’s proposal for compulsory mortgage insurance.It has written to Treasury Economic Secretary Kitty Ussher, warning that the proposal would increase the cost of mortgages when most people would not need to claim. It says the move could create a perverse disincentive for borrowers […]

Nearly half of advisers opt for just one platform

Nearly half of adviser firms are adopting just a single fund supermarket or wrap over operating multiple platforms, according to a new report. The study from CWC Research reveals 80 per cent of advisers see platforms as core to their strategy in the future – and 40 per cent are embracing a one platform model.CWC […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


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