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Fidelity Worldwide Investment – Multi Asset Allocator Growth

Fidelity Worldwide Investment – Multi Asset Allocator Growth

Type: Oeic

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

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

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


JP Morgan mulls specialist natural resources funds

JP Morgan head of UK retail sales Jasper Berens says the firm may look at introducing a number of specialist products in the natural resources sector. Berens says JPM has the capability to introduce funds such as a specialist oil fund, adding that investor demand is strong. In February, JPM launched a global mining fund […]

Standard Life UK assets hit by market volatility

Standard Life’s total UK assets under administration fell by over 2 per cent from £112bn to £109.4bn in the first nine months of 2011 as the provider was affected by volatile equity markets. In an interim management statement the provider reported a £3bn drop in UK fee business assets under administration from £98.6bn on January […]

L&G group Q3 sales remain at £1.3bn

Legal & General’s worldwide sales remained at just over £1.3bn in the third quarter of this year, unchanged from the corresponding period in 2010. Savings investments new business increased 14 per cent from £486m in Q3, 2010 to £555m in the corresponding quarter this year as the provider benefited from partnerships with banks and building […]


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