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Jupiter moves greenwards with new trust

Summing up, Snowden comments: “There may or may not be extra interest from investors who have seen recent AITC ‘its’ advertising on the TV. I hope that those who have not liked the TV advertising are not put off what looks like a very attractive investment opportunity.”

Finally Rutter says: “Global investment trusts with a green philosophy are, as yet, few in number. Last year set the ethical investment bandwagon rolling. The test for this Jupiter fund is whether the public will readily go for an investment trust for their socially responsible investment, as opposed to the familiar and slightly lower risk unit trust.”

Roy Rutter, principal, Aptitude Financial Planning, Terry Stevens, proprietor, Centre Financial Services, Andrew Snowden, director, Opus Consulting.


Perk &#39n&#39 mix

The Manx Insurance Association announced recently that a record £12bn is now under administration with Isle of Man-based life companies. Given that the offshore life industry only really began to take off in the late 1980s and early 1990s, amassing such large funds is no mean feat. It reinforces the fact that, every year, thousands […]

Ilag wants Saltr to wait for FSA review

The Investment and Life Assurance Group has attacked the ABI&#39s Saltr standards initiative, saying it may fall foul of FSA disclosure plans. In an internal position statement, Ilag says the ABI should wait until it is clear what the FSA plans to do in its disclosure review before pressing ahead with the plan. It says […]

Aberdeen takes a tax-free trek

Aberdeen Investment Trusts has introdcuced the European high income individual savings account (Isa) for investors who are looking for tax-free capital growth and a high level of income. The Isa provides investors with income at eight per cent a year and invests in two Aberdeen investment trusts – the European growth & income trust and […]

Skandia Life – Protect Personal

Thursday, 15th February 2001.Type: Critical illness.Minimum premium/cover: Monthly £10, annual £100/£1,000.Maximum cover: No maximum.Illnesses covered: Alzheimer&#39s disease, angioplasty, aorta graft surgery, bacterial meningitis, benign brain tumour, blindness, cancer, cardiomyopathy, coma, coronary artery by-pass surgery, deafness, heart attack, heart valve replacement or repair, HIV/AIDS, kidney failure, loss of limbs, loss of speech, major organ transplant, motor […]


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