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Kleinwort Benson – CF KB Endeavour Balanced Total Return Fund – B

Kleinwort Benson

CF KB Endeavour Balanced Total Return Fund – B

Type: Oeic

Aim: Growth of 4% above Libor by investing in a range of asset classes

Minimum investment: Lump sum £100,000

Investment split: 62% managed cash and bonds, 12% hedge fudns, 10% overseas equity, 7% property, 8% UK equity, 1% private equity

Isa link: No

Pep transfers: No

Charges: Initial 5%, annual 1.6%

Commission: Initial 3%, renewal 0.5%

Tel: 020 3207 7098


Rechabite appoints new chief executive as Turnball retires

Healthy Investment has appointed Peter Green as chief executive following the retirement of William Turnball. Healthy Investment, the trading name of Salford-based Rechabite Friendly Society, has undergone some dramatic changes in strat- egy in the last few years. Its main products – a with- profits bond and a friendly society regular savings fund – are […]

This week in Politics

The Treasury select committee was given its chance to scrutinise the FSA with chairman John McFall keen to hear more about the regulator’s plans to follow up Callum McCarthy’s recent landmark Gleneagles speech.

Pru retail sales are up but domestic business falls

Prudential delivered a mixed set of interim results, with double-digit growth in UK retail sales offset by a fall in the wider group’s domestic business. The firm reports that UK retail annual-premium equivalent sales increased by 11 per cent to £485m over the first nine months of the year compared with 2005. This was buoyed […]

The best course of action

Your article in Money Marketing last week, ‘ABI chief blames contracting- out problems on IFAs’, draws on comments made by ABI chairman Keith Satchell at the Treasury Select Committee, in his capacity as a member of the Retail Financial Services Group. Unfortunately, your reporter muddled two separate stories. Mr Satchell’s remarks were made in response […]

Keep calm and carry on?

We British are known for our stiff upper lip and just getting on with things. It’s part of our quirky cultural behaviour – like forming orderly queues, or saying sorry when it’s not our fault. Many of us just aren’t that great at talking about what’s bothering us. But if someone feels that the stresses […]


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