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Isis Asset Management – Multi-Manager Distribution Fund

Oeic fund of funds

Income and growth by investing in Oeics, unit trusts, investment
trusts and property funds

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

Investment split:
30% equity funds,
50% fixed interest funds,
20% property funds

Isa link:

Pep transfers:

Initial 5%,
annual 1.25%

Initial 3%,
renewal 0.5%

Special offer:
Initial commission increased up to 4.5%

Offer period:
Until April 30, 2003

Tel: 0845 799 2299


Close Brothers Investment – Close High Income Properties

Type: Closed-ended fund Aim: Income by investing in UK commercial property Minimum investment: Lump sum £5,000, Isa £7,000 Place of registration: Isle of Man Investment split: 100% UK commercial property Yield: 7.25% Isa link: Yes Charges: Initial 5.25%, annual up to 2% Options: Available through self-invested personal pensions and small self-administered schemes Commission: Initial 3% […]

Nationwide – 3 Year Tracker Mortgage

Type: Tracker mortgage Tracker term: Three years Tracker rate: Up to 95% of valuation &#45 Bank of England base rate plus 0.69%,up to 90% of valuation &#45 base rate plus 0.29%, up to 75% of valuation &#45 base rate plus 0.19% Minimum loan:£1 Maximum loan: Up to 95% of valuation subject to a maximum of […]

Lighthouse shares for advisers

Lighthouse is to offer shares to a vast majority of its advisers, making cash payments totalling £150,000 and issuing options of over 1.2 million shares at an exercise price of 1p each. This amounts to around 3.4 per cent of the issued ordinary share capital of Lighthouse Group. The options have an aggregate value of […]

FSA workshops for loan and general regulation

The FSA is to run a series of workshops around the UK aimed at helping firms prepare for the start of mortgage regulation in October 2004 and general insurance regulation in January 2005. The workshops will cover preparing for authorisation from January to July and separate introductions to the FSA for mortgage and general insurance […]


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