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Forsyth Partners – Forsyth Alternative Strategies Series One &#45 Income Generator Note

Capital-protected fund of hedge funds

Income and growth linked to the performance of a portfolio of hedge funds and cash

Minimum investment:
Lump sum $50,000

Place of registration:

10 years

Original capital returned in full regardless of performance of underlying funds

Years one to five&#45 the greater of 2% income or 50% growth in the underlying funds every six months, years six to 10 &#45 50% growth in the underlying funds every six months providing underlying portfolio is above its initial level

Closing date:
May 20, 2004

Annual 2.5%,
performance fee 20%

Initial 4%,
renewal 0.5%

Tel: 0208 649 9440


Abbey For Intermediaries – Abbey growth Options Plan Issue 1

Type: Guaranteed equity bond Aim; Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £7,000-£1m,Isa £7,000 Term: Six years Return: Option 1 &#45 Up to 60% growth at end of term. Option 2 &#45 The higher of 25% of original investment or 50% growth in index Guarantee: Option 1 &#45 Original capital […]

Octopus carried on VCT wave

OCTOPUS ASSET MANAGEMENT ECLIPSE Type: Venture capital trust Aim: Growth and income by investing in unquoted and Aim-listed companies Minimum investment: Lump sum £3,000 Closing date: September 30, 2004 Charges: Initial 5%, annual 2.25% Commission: Initial 2.25%, renewal 0.375% Tel: 0800 619 7977 The Eclipse venture capital trust (VCT) from Octopus Asset Management invests in […]

Bristol & West – 4.89% Easyflex Offset Capped Mortgage

Type: Capped-rate offset tracker mortgage Tracker term: Lifetime of loan Tracker rate: 0.89% above Bank of England base rate Payable rate: 4.89% Capped term: Until June 30, 2006 Capped rate: 5.89% Minimum loan: £25,001 Maximum loan: Up to 90% of valuation subject to a maximum of £500,000, up to 75% of valuation subject to a […]

Free FSA from political pressure to achieve more effective regulation

Several years ago, on a visit to my tailor, he measured me carefully and discussed the sort of style that would be appropriate for my envisaged usage. After a few weeks, the suit was finished and I was delighted with it. However, I wonder today if I was missold? The lapels were four inches wide, […]

Pension savings-2015

Pension tax relief: parked (for the moment)

The national news agenda has been dominated by pension issues this month. For those that missed it (and there cannot have been many given that this was the lead story in spoken and written media), the Chancellor announced a decision to make no decision on pension tax relief in his 16 March 2016 Budget speech. To […]


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