View more on these topics

Isis Equity Partners – Baronsmead VCT 4

Type: Venture capital trust

Aim: Growth by investing in unquoted companies in the business
services, media, healthcare and IT sectors

Minimum investment: Lump sum £1,000

Opening-closing date: November 24, 2003/January 30, 2004
Investment split: 80% unquoted companies, 20% fixed-interest

Charges: Initial 5%, annual 2%

Commission: Initial 3% or initial 2%, renewal 0.5%

Special offer: Extra 0.5% additional shares

Offer period: Until further notice

Tel: 08457 992299


&#39Blair wants lifetime limit to be eased&#39

The Prime Minister is understood to be calling on the Treasury to relax the proposed £1.4m lifetime limit for executives whose companies contribute to pensions for their staff. The Treasury is continuing to review whether the lifetime pension fund limit should be raised, indexed to wages rather than prices and whether funds over the limit […]

Advice on authorisation

The FSA, supported by the Institute of Financial Services, is holding a seminar to help firms wanting to become authorised. Being held in Manchester on December 17, the presentation is one of a series of events aiming to help firms identify the standards they need to meet in order to gain authorisation. The seminar also […]

Equities Outpace property Increase

IFAs must urge investors not to chase flavour-of-the-month sectors such as property without looking at the bigger picture, says The Money Portal. TMP is concerned that investors are continuing to shun equities in favour of sectors it says are often at their peak, slowing or lagging behind other asset classes. As an example, it says […]

Keir is joining Swip in UK equities investment role

Scottish Widows Investment Partnership has appointed David Keir as investment director UK equities. Keir is a chartered accountant and joins Swip from Edinburgh Fund Managers where he has been investment manager covering UK equities. He will take charge of retail and institutional business, including research, replacing Graham Campbell who left the firm to set up […]

The Merchants Trust PLC – May 2017

Welcome to the latest update for The Merchants Trust PLC from the Trust’s portfolio manager, Simon Gergel. Side Thoughts from Simon Gergel… April saw the first day since the industrial revolution that no coal was used to generate electricity for the UK’s national grid. The Financial Times reported that around 34% of power was generated […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment