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Invest & Give – Invest & Give Fund

Invest & Give

Invest & Give Fund

Type: Oeic fund of funds

Aim: Growth by investing in a multi-asset portfolio of investment funds

Minimum investment: Lump sum £1,000, monthly £100

Investment split: 32% UK, 15% UK bonds, 10% Asia Pacific ex Japan, 9% Europe, 8% US, 5% emerging markets, 4% Japan, 12% other assets, 5% cash

Charges: Initial 2%, annual 0.95% plus 0.6% donation to The Prince’s Trust youth charity

Special offer: Initial charge reduced to 1%

Offer period: Until August 17, 2009

Commission: Initial 1%, renewal 0.25%



Planning permission

You may be aware, as it is not something that I have kept particularly secret, that I am a big fan of life planning. It is a subject that is very close to my heart and I believe it is essential to the future of financial planning.

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


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