View more on these topics

Legal & General – 2 in 1 Isa

Wednesday, 9 October 2002

Type: Unit trust mini or maxi Isa

Aim: Growth by investing in unit trusts

Minimum investment: Lump sum £500, monthly £50

Maximum investment: £7,000

Catmarked: No

Investment choice: Legal & General UK index and cash trusts

Charges: Annual 0.5% UK index trust

Commission: Initial 1% for lump sum investments, 0.75% for monthly investments UK index trust

Tel: 0800 0920092


FSA to tie in KFD with polarisation changes

The FSA is to consult on new key features documents to coincide with the new post-polarisation regime which it says it will implement in Sept-ember 2003, which is earlier than many commentators had anticipated.The new KFD would tie in with a new pack of documentation given to the consumer post-polarisation, including status disclosure and a […]

Alliance & Leicester launches new discounted base rate tracker

Alliance & Leicester has launched a new discounted rate mortgage followed by a lifetime base rate tracker. The discounted base rate tracker runs as 1.50 per cent below the Bank of England base rate, currently 4 per cent, for two years. This gives it a rate of 2.50 per cent at launch. For the remaining […]

Close Property Investment targets healthcare and leisure opportunities

Close Property Investment has created the healthcare and leisure property fund, an offshore Oeic that invests in the hotel, care home, house building and leisure sectors. The fund is registered in the Isle of Man and co-invests alongside the Close Brothers venture capital trust (VCT) and the Close Brothers protected VCT. It aims to provide […]

SVM goes continental

SVM Asset Management has introduced the continental Europe fund, an Oeic that aims for capital growth by investing mainly in European large caps. The fund is benchmarked against the FTSE World Europe ex UK index and despite the focus on large caps, the portfolio will also include mid-caps that appear to have high growth potential. […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment