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Fidelity Worldwide Investment – Global Real Asset Securities Fund

Fidelity Worldwide Investment – Global Real Asset Securities Fund

Type: Oeic

Aim: Growth by investing globally in the equities of companies underpinned by tangible assets in the energy, materials, industrials, real estate and utilities sectors

Minimum investment: Lump sum £1,500

Investment split: 100% globally in equities in the energy, materials, industrials, real estate and utilities sectors

Isa eligible: Yes

Charges: Initial 3.5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 028 4489


Fatca flap could lock you out

Fatca, for those not familiar, is a new US tax law targeted at preventing tax evasion by US individuals. It requires all non-US financial institutions (foreign financial institutions or FFIs) to sign up to an agreement with the IRS to provide the US tax collection agency with detailed information on their US clients or, where […]

Government to accelerate state pension age increases

The Government is set to increase the state pension age to 67 as early as 2026, according to pensions minister Steve Webb. Changes are already being made to increase the age women can claim their state pension from 60 to 65 by 2018 and to increase the state pension age for both men and women to […]

FSA bans mortgage broker for failing to hand over client files

The FSA has cancelled the permission of Stephen Selby trading as Selby Associates in Merseyside, for failing to hand over client files to the regulator. In its final notice to Selby, the regulator says he failed to co-operate with the FSA and failed to respond adequately to repeated requests between September 16, 2010 and April […]

Prime prospect

Cherry Reynard assesses the return of value to the commercial property sector

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


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