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Jupiter trust offers Asia and US funds deal

Jupiter Asset Management is offering a fully Peppable global unit trust which gives retail access to Jupiter&#39s Asian and US funds for the first time.

The offer period on the global opportunities unit trust runs from January 27-February 16. It is priced at 50p, with a discount of 1.5 per cent for lump-sum investments of over £500.

Initial charge is 5.25 per cent and annual charge is 1.5 per cent. Initial commission is 3 per cent and renewal is 0.5 per cent.

The target allocation for the fund is 35 per cent in the UK, 20 per cent in Europe, 20 per cent in North America and 10 per cent in UK and US bonds.

Eastern Europe and Latin America will each have 5 per cent of the fund and Japan and the Far East 2.5 per cent each.

Jupiter is gearing up the Pep season with an offer of a 1 per cent discount on its 11 Peppable unit trusts until June 1.


Call for independent ratings agency

Standard Life economic adviser Professor David Simpson is calling for an independent ratings agency to be set up to ensure that investors get the best-value financial products for their needs. Simpson believes that more reader-friendly information should be available to customers by using a star-rating system for financial products.

Prophylactic acid

Renegade Labour MP for Newport Paul Flynn is earning himself quite a reputation. Only three months ago, the bearded former DJ was heralding the death of IFAs. But he is no longer satisfied with attacking the IFA sector and allegedly dodgy life offices for deception after deception. Flynn is now turning his hand to more […]

ScotEq achieves S&P AAA rating

Standard & Poor&#39s has confirmed a triple-A rating for Scottish Equitable. This covers local currency counterparty credit and claims&#39 paying ability. The credit-ratings agency commended ScotEq for having a strong level of capitalisation and business position, excellent expense management and good financial flexibility. It says ScotEq has a conservative investment strategy and believes the life […]

IFAA sends out guide to beating 2000 bug

The IFA Association is mailing all its 2,500 members a guide to beating the millennium computer bug as the regulators investigate the problem. The Midland Bank Beat the Millennium Bug provides a step-by-step guide on how firms can tackle the prob lem of computer systems being unable to recognise the change of date from 199to […]

Greg Broomer 2

Survey looks at the challenges facing businesses post auto-enrolment

A survey conducted by Johnson Fleming at the Pension & Benefits Show 2014 highlighted the key challenges faced within organisations post auto-enrolment. The results showed that communicating the changes and the value of them to staff, and receiving timely data from the payroll provider proved to still be the most challenging aspects of managing an auto-enrolment scheme.


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