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Legal & General – Protected Portfolio Plus

Friday, 21 June 2002

Type: Capital protected Isa

Aim: Growth by investing in 30 stocks from the top 200 UK companies

Minimum-maximum investment: £1,000-£3,000 mini Isa, £7,000 maxi Isa

Investment choice: 30 stocks from the top 200 UK companies

Term: Five years

Guarantee: Capital returned in full at end of term

Return: Growth up to a maximum of 100% of the original investment

Catmarked: No

Closing date: August 2, 2002

Charges: Initial up to 5%, annual 1%

Commission: Initial 3.5%

Tel: 020 7528 6793


UBS enters UK market

UBS Global Asset Management has entered the UK retail market with three funds, including the UK select fund. Further funds are expected to emerge in September.The UK select fund is an Oeic that aims for capital growth. It will invest in a portfolio of between 60 and 100 UK stocks, predominantly mid-caps. the portfolio will […]

Origin of Sarasin fund species

Sarasin is launching survival of the fittest as a new investment strategy to run alongside its other thematic investment strategies for the management of its EquiSar and Global Sar funds.Sarasin, which claims to have invented global thematic investment, says the new Darwinist flavour will aim to invest in the financially strongest companies throughout the world.Sarasin […]

Unipass offering online freedom

Digital certificates from Origo will save providers and IFAs time and money, Origo chief executive Sandy Nielson, told last week&#39s inaugural conference in Manchester.Through its Osis subsidiary, Origo is launching Unipass, an individual technology certificate for every IFA, recognised across the financial services sector, for life offices to identify who they are dealing with […]

State Street Global Advisors – StreetTRACKS MSCI Europe Industrials ETF

Wednesday, June 19, 2002Type: Exchange traded fundAim: Growth by tracking the MSCI industrial Europe indexMinimum investment: Subject to negotiation with stockbroker Maximum investment: NonePlace of registration: UKIsa link: YesPep transfers: YesCharges: Annual 0.5%Commission: NoneContact:


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