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Foreign & Colonial – New @sia Fund

Monday, 16th October 2000.

Type: Sicav.

Aim: Growth by investing in Asia.

Minimum investment: 2,500 euros.

Investment split: Internet 31 per cent, software 20 per cent, technology & electronic 12 per cent, service 10 per cent, telecommunications 8 per cent, retail 7 per cent, venture capital 5 per cent, leisure 2 per cent, cash 5 per cent.

Place of registration: Luxemburg.

Yield: Nil.

Charges: Initial 5 per cent, annual 1 per cent.

Commission: Subject to negotiation.

Tel: 0845 600 1868


Cater Allen – Special Term Deposit Account

Tuesday, 17th October 2000.Type: High interest account.Minimum-maximum investment: £50,000-£1m.Interest rates: One-and-three month terms: £50,000-£249,999 &#45 5.9 per cent gross a year, £250,000-£499,999 &#45 5.95 per cent gross a year, £500,000-£999,999 – 5.97 per cent gross a year, £1 million &#45 6 per cent gross a year. Four-and-five month terms: £50,000 -£249,999 &#45 6.04 per cent […]

Aberdeen Asset Managers – The American Monthly Income Trust

Thursday, 12th October 2000.Type: Jersey based split capital closed end fund.Aim: Income and growth.Minimum investment: Monthly £50, lump sum £1,000.Place of registration: Jersey.Investment split: Ordinary income shares 45 per cent, bank debt 42.5 per cent, zeros 7.5 per cent, annuity income shares 5 per cent.Charges: Initial up to 2 per cent, annual 1.2 per cent.Commission: […]

Are you clued up on RU64?

Questions about the provision of personal pension advice in the run up to the introduction of stakeholder resulted in the PIA publishing Regulatory Update 64 in March 1999. Subsequently, the guidance was helpfully supported by explanatory memoranda from the ABI.The central issue is the importance of providers and advisers taking into account any charges or […]

Framlington Unit Management – American Smaller Companies Fund

Friday, 13th October 2000.Type: Unit trust.Aim: Growth by investing in the Nasdaq composite index.Minimum investment: Unit trust – £500 lump sum, Isa – £1,000 lump sum.Investment split: Technology 27.8 per cent, industrials 21.4 per cent, healthcare 17.2 per cent, consumer 15.9 per cent, telecommunications 12.1 per cent, financial 3.1 per cent, materials 2.5 per cent.Yield: […]

Retirement - thumbnail

(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.


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