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Lincoln rolls out UK equity growth fund

Lincoln Unit Trust Managers is expanding its fund range with the launch of a new UK equity growth trust.

The Lincoln Opportunities Trust aims to invest in between 50 and 100 small and mid cap UK stocks. It is hoping the fund will benefit from what it sees as a potential upturn in the UK market over the coming year.

Like all but two of LUTM&#39s 12 unit trusts, the Opportunities Trust is managed by Goldman Sachs Asset Management. Lincoln was the first provider to allow retail investors access to GSAM in the UK.


Morley Fund Management – Global Theme Fund

Thursday 10 January, 2002 Type: Oeic. Aim: Growth by investing in a global portfolio of up to 70 stocks. Minimum investment: Lump sum £5,000. Investment split: 100 per cent invested in a global portfolio of up to 70 stocks. Isa link: No. Pep transfers: No. Charges: Initial 5 per cent, annual 1.5 per cent. Special […]

Mellon in global push

Mellon Financial Corporation is rebranding its UK investment house Newton Fund Managers as Mellon Newton.The move is part of a wider initiative by Mellon to incorporate a common visual identity among its asset management subsidiaries. The move will also see London-based Mellon Global Investments and Mellon Global Alternative Investments given new identities incorporating the Mellon […]

CSAM&#39s Shant to head Euro team

Credit Suisse Asset Management head of continental European equities Rajesh Shant has been recruited to head Mellon Newton&#39s European desk.Shant, who manages CSAM&#39s European fund, was only promoted to the head of continental European equities in October but will join Mellon Newton in March.In his new position, he will be responsible for leading and co-ordinating […]

Ward quits Invesco Perpetual

Invesco Perpetual UK chief executive officer Hugh Ward has quit the business after almost six years with the firm.Ward, who is leaving for personal reasons, will be replaced by Rob Hain, the chief executive officer of the Canadian arm of North American fund giant AIM. AIM, which is owned by Invesco Perpetual’s parent Amvescap, has […]

Lifetime ISAs – International Evidence

By Fiona Tait, Pensions Specialist Since the announcement in March, the Lifetime ISA (LISA) has attracted controversy. Heralded as a saviour for the self-employed and the young wanting to get on the housing ladder, the new LISA risks adding confusion for savers trying to fully understand the benefits of new workplace pension savings through auto-enrolment. To […]


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