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Gartmore – Gartmore Portfolio: Cautious Strategy Fund

Oeic multi-manager fund of funds

Income and growth by investing in UK bond funds, UK equity income funds, property funds and cash

Minimum investment:
Lump sum £1,000, monthly £50

Investment split:
100% in UK bond funds, UK equity income funds, property funds and cash

Isa link:

Pep transfers:

Initial 5%,
annual 1.25%

Special offer:
Initial charge reduced to 3%

Offer period:
Until December 31, 2004

Commission: Initial 3%,
renewal 0.5%

Tel: 0800 212433


Genesis finds solution to fee problem for ARs

Mortgage network Genesis says it is the first network to come up with a solution to planned FSA rules which require any mortgage appointed representatives calling themselves independent to offer a fee option. Genesis has previously highlighted a problem where its says most brokers had assumed that any procuration fee rebated to the client would […]

Woolwich aiming to put small investors on the cutting hedge

Woolwich is looking to open up the hedge fund market to a wider range of retail investors with a plan offering a minimum investment of £3,000. The protected FTSE hedge plan from Barclays group subsidiary Woolwich Plan Managers claims to be the first retail product to be linked to the FTSE hedge index. The index […]

Coventry Building Society – 4.99% Capped Rate

Type: Capped rate tracker mortgage Capped term: Until December 31, 2006 Capped rate: 4.99% Tracker term: Lifetime of loan Tracker rate: 0.69% above Bank of England base rate Payable rate: 4.99% Minimum loan: £1,500 Maximum loan: Up to 9%% of valuation subject to a maximum of £200,000, up to 85% of valuation subject to a […]

Alliance & Leicester – Two Year Discounted Rate Standard Package

Type: Discounted-rate mortgage Discounted term: Two years Discount: 2.4% Payable rate:4.44% Minimum loan: £15,000 Maximum loan: Up to 95% of valuation subject to a maximum of £250,000 Income multiples: Up to 95% of valuation &#45 up to 3.3 times principal income plus second or 2.75 times joint, up to 85% of valuation &#45 up to […]

Retirement fund - thumbnail

What price (more) freedoms?

George Osborne will make his last Budget speech of the current parliamentary term this week, and the early media briefings suggest that pensions will again feature heavily in that statement. So what are we able to learn from the weekend’s coverage?


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