JP Morgan Asset Management – Global Mining Fund
Type: Oeic
Aim: Growth by investing globally in the equities of companies involved in mining and related activities
Minimum investment: Lump sum £1,000, monthly £100
Investment split: 100% in the equities of mining and related companies
Isa link: Yes
Charges: Initial 4.25%, annual 1.5%
Commission: Initial 4%, renewal 0.5%
Tel: 0800 727 770
Premier Asset Management – Environmental Power and Water Fund
Intrinsic Financial Services mistakenly told advisers that Friends Provident had withdrawn from the two-year protection market after the firm removed itself from the multi-tie’s protection panel. Friends, a minority shareholder in Intrinsic, says it took itself off the panel for commercial reasons and continues to operate in the two-year market with other distributors. It still […]
As the world looks on at the unrest in North Africa and the Middle East, curious to know whether democracy will flourish or fundamentalist regimes take hold, the equity markets have barely moved. In the month of January, the MSCI World Total Return index registered a 0.02 per cent dip in sterling terms. Global politics […]
Barclays Capital/Barclays Wealth – IFSL Defined Returns Autocall Fund 1
In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]
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I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]
Consumer champion Martin Lewis has today issued High Court proceedings against Facebook over scam adverts published on the site that use his name, picture or reputation. Lewis, who is the face of website Money Saving Expert, is bringing a lawsuit against the social media juggernaut for defamation seeking exemplary damages. Lewis says any money paid […]
Michael Klimes examines if advisers can resolve all drawdown issues themselves or if a wider effort is needed