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Henderson Global Investors – Horizon Global Equity Fund

Thursday, January 3, 2002.

Type: Sicav.

Aim: Growth by investing in global stocks.

Minimum investment: Lump sum $2,500.

Place of registration: Luxemburg.

Investment split: 100 per cent in global stocks.

Isa link: No.

Charges: Initial A shares 5 per cent, annual 1.2 per cent.

Commission: Initial 3 per cent.

Tel: 0800 881144.


Henderson Global Investors – Henderson Global Sustainable Investments Fund (SRI)

Thursday, January 3, 2002.Type: Sicav.Aim: Growth by investing in global companies meeting sustainabledevelopment and corporate responsibility criteria.Minimum investment: $2,500.Place of registration: Luxemburg.Investment split: 100 per cent in global companies meetingsustainable development and corporate responsibility criteria.Isa link: No.Charges: Initial A shares 5 per cent, annual 1.2 per cent.Commission: Initial 3 per cent.Tel: 0800 881144.

The Exchange launches income drawdown assessment tool

The Exchange is launching a pension or income drawdown analysis facility as part of its pensions tools for IFAs.The analysis tool designed in conjunction with actuarial software specialists Pensions & Actuarial Services aims to help IFAs make a quick assessment over whether income drawdown is appropriate for their client.It can be used regardless of whether […]

Seven Investment Management – 7IM Wrap Account

Wednesday, January 2, 2002.Aim: Income and growth by investing in managed pooled, managedsegregated or advised strategy.Minimum investment: £150,000.Investment split: Client&#39s choice of collective investments, shares,bonds and stocks.Income facility: Monthly, quarterly.Charges: Annual 1.25-2 per cent.Commission: Subject to negotiation.Tel: 020 7337 0652.

Norwich and Peterborough – Remortgage Scheme

Thursday, 3 January 2002. Type: Flexible tracker mortgage. Tracker term: Term of loan. Tracker rate: Bank of England base rate plus 0.5 per cent. Minimum loan: £1,000. Maximum loan: Up to 95 per cent of valuation subject to a maximum of £2m. Income multiples: 3.25 times principal income plus second or 2.6 times joint. Features: […]


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