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Liverpool Victoria – With Profits Growth Bond

Monday, 12th February 2001.

Type: With-profit bond.

Aim: Growth by investing in Liverpool Victoria&#39s with-profits fund.

Minimum investment: £10,000.

Allocation rates: £10,000-£19,999 – 102 per cent, £20,000-£49,999 – 102.5 per cent, £50,000-£99,999 – 103 per cent, £100,000 and above – 103.25 per cent.

Charges: Initial 0.075 per cent per month for first 5 years, annual 0.68 per cent.

Commission: Subject to negotiation.

Tel: 0845 6020690.



Britannic Asset Management – Global Healthcare Fund

Friday, 9th February 2001.Aim: Growth by investing in global healthcare companies.Minimum investment: Lump sum 500, monthly £50.Investment split: Pharmaceuticals 84 per cent, medical equipment 11 per cent, hospital management and long term care 3 per cent, health maintenance 1 per cent, other healthcare 1 per cent.Isa link: Yes.Pep transfers: No.Charges: Initial 5.25 per cent, annual […]

Clerical Medical – FutureProof

Monday, 12th February 2001.Type: Cafeteria-style company pension plan.Minimum premium: £20.Minimum group size: 5.Minimum-maximum ages: 16-74.Fund links: With-profits, balanced managed, cautious managed, adventurous managed, non equity managed, international, UK equity, equity high income, ethical, UK equity tracker, UK smaller companies, European, Japan, North America, Pacific, cash, gilt & fixed interest, index linked, property, retirement protection, Halifax.Charges: […]

Royal Skandia – Collective Redemption Bond

Friday, 9th February 2001.Type: Unit linked bond.Aim: Growth and income by investing globally in unit trusts, investment trusts and Oeics.Minimum investment: £25,000.Allocation rates: 100 per cent.Charges: Initial 1 per cent, annual 1 per cent in first five years.Commission: Initial 5 per cent.Tel: 02380 726345.

LeggMason VCT marches on

LeggMason Investors has joined the army of companies offering venture capital trusts that invest in companies listed on AIM (alternative investment market). The LeggMason AIM VCT enables clients who are looking for capital growth over the longer term to invest in smaller companies that have the potential to expand. This VCT invests in unquoted companies […]


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  1. w. alvie
    52 Seaforth terrace
    EH19 2PF

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