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HSBC Global Asset Management – HSBC World Index Range: Cautious Portfolio

HSBC Global Asset Management – HSBC World Index Range: Cautious Portfolio

Type: Oeic

Aim: Growth by investing mainly in fixed income securities, with exposure to equities, commodities, private equity and property, through a portfolio of passive index tracking funds and exchange traded funds managed to a cautious risk profile

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

Investment split: 100% in fixed income securities, equities, commodities, private equity and property

Isa eligible: Yes

Charges: Income and accumulation shares – initial 4%, annual 1%, X shares – no initial charge, annual 0.5%

Commission: Initial 4%, renewal 0.5% on retail and accumulation shares

Tel: 0800 081 890


JP Morgan mulls specialist natural resources funds

JP Morgan head of UK retail sales Jasper Berens says the firm may look at introducing a number of specialist products in the natural resources sector. Berens says JPM has the capability to introduce funds such as a specialist oil fund, adding that investor demand is strong. In February, JPM launched a global mining fund […]


Pearl Group looks to offload DB liabilities with cash incentives

Insurance giant Phoenix Group is trying to offload a big chunk of its defined-benefit pension liabilities with two controversial de-risking exercises. The move comes despite repeated warnings from pensions minister Steve Webb (pictured) about firms offering incentives to move staff out of defined-benefit schemes. This week’s Money Marketing reveals the closed life provider has sent […]

FTSE blog: Markets down at close

17.00: The FTSE has closed the day down 0.5 per cent to stand at 5519.04. Biggest fallers in the blue chip index included the likes of Vedanta Resources and Standard Chartered, both of which fell by more than 3 per cent. The falls come despite some optimism that a new prime minister in Italy could […]

Pensions Bill set to become law

Government plans to accelerate the increase in the state pension age are set to become law after a last minute Labour attempt to push back the changes was defeated in the House of Lords. Last month, ministers put forward revised proposals for increasing the state pension age to 66 which mean no individual will have […]

What triggers the MPAA?

Jim Grant – Senior Product Insight & Technical Support Analyst There’s sometimes confusion around what triggers the money purchase annual allowance. Find out what does and what doesn’t trigger the MPAA. The money purchase annual allowance (MPAA) is a reduced annual allowance that can apply to contributions to defined contribution (DC) schemes. The following table […]


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