View more on these topics

Lincoln Financial Group – Corporate Bond Trust

Friday, 16th March 2001.



Type: Unit trust.

Aim: Growth and income by investing in corporate bonds.

Minimum investment: Lump sum £500, monthly £50.

Investment split: Investment grade bonds 90 per cent, non-investment grade bonds 9 per cent, cash 1 per cent.

Yield: Income yield 6.77 per cent, gross redemption yield 5.62 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5 per cent, annual 1.1 per cent. Pep and Isa transfers initial nil from April 6, 2001.

Special offer: Initial charge reduced to 0.25 per cent for lump sum investments.

Offer period: Until April 30, 2001.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 0800 282621.

 

Recommended

Wealth of opportunity in the workplace

The US experience in financial services is widely banded around as a model that the UK market follows. Worksite financial services are already common in America. Stakeholder offers the key to this door for IFAs in the UK, and opens up an affinity channel that is extremely cost-effective to service for other more profitable business. […]

Inside EDGE by Andrew Bedford

The internet continues to unlock both opportunities and challenges for the retail financial services sector. It has dramatically altered consumer behaviour, increa-sed competition in the marketplace, collapsed global and organisational boundaries and driven down both costs and margins. To say that financial services organisations need to seize the internet opportunity is old news. They already […]

Artemis to stay with Cofunds

A week after saying it would turn its back on all fund supermarkets, Artemis has made a U-turn and restated its allegiance to Cofunds. The boutique fund manager says its concerns with supermarkets applied only to Fidelity&#39s FundsNetwork and that it will remain on the Cofunds platform. Fidelity says its dispute with Artemis centred on […]

Skipton buys GMap to create 12th arm

Skipton Building Society has bought marketing analysis company GMap. GMap becomes the 12th subsidiary of Skipton, joining other firms in the society&#39s stable such as mortgage packager as Pink Home Loans. Skipton says it has bought GMap as part of its “modern mutual” policy of investing the profits of companies it owns into providing better […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com