View more on these topics

Forsyth Partners – Forsyth Alternative Strategies Series One &#45 Profit Protector Note

Capital-protected fund of hedge funds

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

Return: Up to 100% growth in underlying funds plus 50% growth in underlying funds every six months providing underlying portfolio is above its initial level

Closing date:
May 20, 2004

Charges: Annual 2.5%,
performance fee 20%

Commission: Initial 4%,
renewal 0.5%

Tel: 0208 649 9440


Keydata Investments – Dynamic Growth Plan 9

Type: Capital-protected bond Aim: Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £3,000-no maximum, Isa £7,000 Term: Six years Return: Up to 3% growth for every 1% rise in index up to a maximum of 60% Guarantee: Original capital returned in full provided index does not fall by more than 40% […]

Woolwich and Barclays – Tracker + 0.04%

Type: Discounted rate flexible tracker mortgage Discounted term: Two years Discount: 0.91% Payable rate: 4.04% Tracker term: Lifetime of loan Tracker rate: 0.95% above Bank of England base rate Minimum loan:£5,000 Maximum loan: Up to 85% of valuation subject to a maximum of £500,000, up to 80% of valuation subject to a maximum of £1m […]

SLI picks Asian investment director

Standard Life Investments has announced the appointment of Aaron Pong as an Asian investment director. Pong, who will be based in Hong Kong, will be focusing on China. He joins Standard Life from the Royal Bank of Canada Investments Management (Asia) where he was the senior portfolio manager responsible for non-Japan Asia regional portfolios.

ABI to publish CI jargon busting guide for IFAs

The ABI has begun consulting on a guide to critical illness insurance definitions. As revealed in Money Marketing last month, the guide will be an aid to IFAs, customers and claims assessors, to help them understand the meanings of medical definitions. The trade body hopes it will result in improved information through advisers and fewer […]

The FCA’s five fixes for retirement information

The Financial Conduct Authority (FCA) has started to change the way that people will be told about their pension options. In a recent market study paper, they lay out their final proposals on the information that should be delivered to people approaching retirement and how it should look and feel. During 2015, there will be […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment