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Franklin Templeton Investments – Franklin Mutual Shares Fund

Type: Oeic

Aim: Growth and income by investing in US equities, US debt securities and cash

Minimum investment: Lump sum £1,000, monthly £30

Investment split: 100% in US equities, US debt securities and cash

Isa link: Yes

Pap transfers: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 305306


Two thirds of consumers like long term fixes – L & C

Nearly two thirds of borrowers (63 per cent) say they like the idea of long term fixed rates, according to a financial survey carried out by London & Country. Borrowers who were not keen on the idea of long term fixed rates (37 per cent) said this was down to the level of interest rate […]


Is IFA record-keepingof a sufficiently high standard? “I can only speak for myself but as far as I am concerned I keep hard copies and computer files of all my client records but yes I believe most IFAs have a high standard of record-keeping.” Ian Burns,Coburn Financial Services“If anything, we go overboard and keep records […]

Out of context

•”As Manuel in Fawlty Towers says &#39This week I know nothing&#39 but next week, next week I may know stacks.” – White Horse Financial Mick Stannard on post-holiday memory loss. •”I arrived at the restaurant a dripping wreck. The waiters had to dry me out.” – Chadney Bulgin partner Tom Chadney. •”I don&#39t know what […]

Threadneedle rallies round mid-caps with UK 250 fund

Threadneedle is to launch a UK growth fund investing mainly in mid-cap companies after the strong rally in the FTSE 250 over the past few months. The UK mid-250 fund will be run by smaller companies manager Paul Cramp, who will invest in 50-80 stocks from the FTSE 250, which has risen by almost 50 […]

Benefits of using a probate bare trust

Have you ever wondered what happens to someone’s investment bond on their death if it is not written in trust? When someone dies it is essential to deal with their estate, which can be made up of their home, belongings, investment bonds and anything else they may have owned. But, it is not as simple […]


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