HSBC Investments
New World Income Fund
Type: Sicav
Aim: Income and growth by investing in emerging market debt, emerging market equities and derivatives
Minimum investment: Lump sum $5,000
Investment split: At least 90% in emerging market debt and derivatives, up to 10% in emerging market equities
Place of registration: Luxemburg
Charges: Initial up to 5.54%, annual 1%, performance fee 20%
Commission: Initial up to 3%, renewal 0.5%
Tel: 020 7024 0460
We need innovation rather than restriction in the annuity sector
BDO Stoy Hayward Investment Management
The Hyde Park Fund
Fidelity says its direct business will now refer any clients with complex needs taking out its new personal pension to IFAs.
Coventry Building Society
5.99% Offset Fixed Rate
It was only a matter of time before The Pensions Regulator (TPR) started to issue escalating penalty notices, and that time has come. In its latest compliance and enforcement bulletin1, it lays out the powers it has used so far: These figures should come as no surprise to anyone in the corporate market and there […]
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Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]