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Framlington – Managed Balanced Fund


Managed Balanced Fund

Type: Oeic

Aim: Growth by investing globally in equities and bonds

Minimum investment: Lump sum 1,000, monthly 50

Investment split: 58% UK, 13% Europe ex UK, 6%
bonds and gilts, 4.9% emerging markets, 4.4% Japan, 4% US, 9.7% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 0845 766 0184


Willing participants

With all the difficulties that a combination of the gift with reservation and pre-owned assets rules have caused for lifetime estate planning with property – especially the principal private residence – many have effectively given up on this and turned to consider what can be done to at least ensure that the nil-rate band of the first of a couple to die is used. The saving in inheritance tax if this is successfully achieved is not to be sneezed at. It is the princely sum of 105,200.

Pi fears on rule confusion

IFAs could be hit by negligence claims due to the compliance and risk management obligations of depolarisation, warns PI broker PYV.

Natixis video: Making smarter use of asset classes

Content supplied by Natixis Global Asset Management This video from Natixis Global Asset Management focuses on Active Share. One strategy for the smarter use of equity investments is ensuring you get what you pay for. According to the company, looking at Active Share can give you a better perspective on where performance comes from. Active […]


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