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Gartmore goes for growth

Turning to the charges, Fleming, Both and Collins thinks the charges are reasonable, but Dilke-Wing thinks the annual management charge is high.

Moving onto commission, Both and Fleming think it is fair and reasonable. Collins says: “I like the way that Gartmore has not made provision for commission in the package. This suits our system of agreeing a fee with a client, which can then be taken as commission paid at the client&#39s discretion.`&#39

Looking at the product literature, Dilke-Wing says: “The product literature is clear and presupposes a reasonable degree of investment literacy. I do not think that there is much chance of take up without professional advice because the structure of the trust needs explanation beyond the bare bones contained in the literature.” Fleming says: “It is easily read and uses clear, basic English.”

Collins says: “I am glad to see the trend towards literature that can be understood in continuity. The booklet is clear and informative and avoids jargon and the benefits are clearly laid out as are the main risks involved.”


The staff of life

I want to appoint advisers, how should I go about it? In the first of these fortnightly legal columns, I would like to look at the issue of employing advisers. IFA practices often want to expand but want to be sure they are doing so with adequate protection. The issue with all contracts comes down […]

Budget brief 2001

Full Analysis available from 6pm Wednesday March 7th. Comprehensive tax analysis from Money Marketing&#39s tax columnist Tony Wickenden&#39s Technical Connection will be online from 8am, Thursday March 8th. Our panel of experts will bring you detailed reviews of the measures announced in the Budget. Click here to be taken straight to MM:Budget brief.

IFAP seals consumer website deals to boost links

IFA Promotion is linking up with a range of financial consumer websites in an attempt to increase the number of people contacting it for details of local IFAs. The most recent link-up is with the Daily Mail&#39s website and more partnerships are in the pipeline for the coming months. The partnership with is […]

Campaign wants annuity reform in party policies

Dr Oonagh McDonald is spearheading a campaign to include the annuity reforms proposed in her Choices report in the election manifestoes of the major political parties. The push by the former regulator and Labour MP is backed by the AITC and Autif. The aim is to lobby the parties to ensure annuity reform is an […]

Mark Page: why my biggest overweight stock is a discount Spanish retailer

Artemis European Opportunities Fund manager Mark Page is questioned about the merits of investing in Spanish supermarket group, Dia. Dia is a 7,000-store Spanish discount supermarket chain. But with cheaper food prices coming on to the market and an improving Spanish economy, journalist Alexis Xydias questions Mark about its inclusion in the Artemis European Opportunities […]


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