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Fidelity Worldwide Investment – Multi Asset Allocator Defensive

Fidelity Worldwide Investment – Multi Asset Allocator Defensive

Type: Oeic

Aim: Growth by investing globally in bonds and cash with some exposure to equities, property shares and commodities, through a portfolio of index tracking funds

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

Investment split: 65-100% in defensive assets, up to 35% in growth assets

Charges: A shares initial 3%, annual 1%, N shares no initial charge, annual 0.5%

Commission: A shares – initial 3%, renewal 0.5%

Tel: 0800 414181



FSA to overhaul IFA regulatory fees

The FSA is proposing to change the basis on which it calculates adviser firms’ regulatory fees from the number of approved persons to a firm’s income. The regulator has today published a consultation paper on policy proposals for regulatory fees and levies. It says the move follows concerns that because the regulatory fees of certain […]

Aifa and IFP want risk link

Aifa and the Institute of Financial Planning have called on the FSA to link regulatory fees to risk as the two bodies hit out at plans to base fees on firms’ income. Aifa director general Stephen Gay says: “Income-based fees can run the risk of decreasing efficiency and productivity in the profession, punishing firms that […]


Government to offer public sector pension concessions

The Government will today outline public sector pension reform concessions as ministers attempt to avert strike action, according to reports. The Treasury is said to have prepared an offer to trade union negotiators which will provide more generous accrual rates and higher “cost ceilings” – the limit on taxpayers’ liability for paying public sector pensions. […]

Just Retirement Q1 annuity sales increase 53 per cent

Just Retirement increased sales of annuity policies by 53 per cent in the first quarter from £175.7m last year to £268.3m in the three months to September 30, 2011. Total group sales increased 36 per cent from £245.5m in Q1, 2010 to £333.4m in the corresponding period this year. However, equity release sales dropped from […]


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