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Intrinsic Financial Services mistakenly told advisers that Friends Provident had withdrawn from the two-year protection market after the firm removed itself from the multi-tie’s protection panel.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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Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]