View more on these topics

King & Shaxson Asset Management -Ethical Balanced Income Fund

King & Shaxson Asset Management

Ethical Balanced Income Fund

Type: Oeic

Aim: Growth and income by investing globally in an ethically screened portfolio of companies

Minimum investment: Lump sum £7,000

Investment split: 46% equities, 15.79% property, 26.81% fixed interest, 11.39% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7426 5984


Model bid to break the vicious circle of distribution model

There is no quick fix to solve the problems of the current distribution model, according to Aegon UK chief executive Otto Thoresen. Speaking at the Money Marketing Live roadshow in Manchester on Tuesday, Thoresen said that the regulator, customer, provider and adviser are stuck in a vicious circle which produces consumers who are not confident […]

Finding security in bond markets

Martin Foden, head of credit research at Royal London Asset Management, explores the role of secured bonds, considering the impact of default and the characteristics of secured bonds versus supranationals and highlighting some examples. He also examines the evolution of the credit market and rating agency inefficiencies. Read the article in full: The value of […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment