View more on these topics

Invesco Perpetual – Tactical Bond Fund

Invesco Perpetual – Tactical Bond Fund

Type: Oeic

Aim: Growth and income by investing in government bonds, corporate bonds and/or cash

Minimum investment: Lump sum £500, monthly £20

Investment split: 100% in government bonds, corporate bonds and/or cash

Isa link: Yes

Charges: Initial 5%, annual 1.25%

Special offer: Initial charge reduced to 3% on Isa investments including transfers and 3.25% outside Isa wrapper

Offer period: Until February 1, 2010

Commission: Initial 3%, renewal 0.5%

Tel: 0800 028 2121



Nifty thrifty

The year has barely begun and already it looks set to be a good one for income-producing vehicles, with providers lining up with Isa offerings. While the plethora of absolute return vehicles being launched will undoubtedly do well during the Isa season, income funds and products are likely to be just as popular, if not […]

MM leader: Start with reform to state pension

You wait ages for pension reform and then three arrive at once. Following the FSA’s December proposals to ban commission and factoring for group personal pensions comes the ABI’s seven-point plan to improve DC pension provision. And this week saw the Government announce plans to review the default retirement age. The ABI’s proposals include a […]

Aberdeen gets alternatives’ boost in £84m deal with RBS

Aberdeen Asset Management has agreed a deal with Royal Bank of Scotland to buy part of its asset management business for £84.7m. The acquisition sees £13.5bn of assets pass to Aberdeen, including the multi-manager and fund of hedge fund assets. Some private equity and real estate fund of funds are also part of the deal, […]

Conservatives would fast-track auto-enrolment

Conservative Shadow pensions minister Nigel Waterson says the Tories would make auto-enrolment into existing workplace pensions a priority if they win the general election and he has reaffirmed a plan to review personal accounts immediately after an election win. At an industry dinner this week, he said: “We are signed up to a cheap, accessible […]

DB transfers – one more factor to consider

Jim Grant – Senior Product Insight & Technical Support Analyst We look at how higher DB transfer values could cause a lifetime allowance issue and how that affects the advice process. Advisers are receiving an increasing number of requests from clients looking to transfer their pension from final salary schemes to personal pensions. This is a […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm