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Lloyd George Management – Global Information Fund

Friday, 29th September 2000.

Type: Open-ended investment company.

Aim: Growth by investing in technology, media and telecommunications.

Minimum investment: Class A shares – £1,000, class B shares £500,000.

Investment split: US 50 per cent, Japan 15 per cent, UK 10 per cent, other 25 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial &#45 A shares 3.5 per cent, class B shares nil, annual &#45 A shares 1.5 per cent, B shares 1 per cent.

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

Tel: 020 7495 8688.


Fidelity Investments – Industrials Fund

Friday, 29th September 2000.Type: SICAV.Aim: Growth by investing in global industrial companies.Minimum investment: Lump sum £1,000, monthly £50.Place of registration: Luxemburg.Investment split: North America 38.7 per cent, Europe 23.6 per cent, UK 11.4 per cent, Japan 18.6 per cent, Pacific 5.3 per cent, Latin America 1.2 per cent, other 1.2 per cent.Yield: Nil.Isa link: Yes.Charges: […]

Berkeley links with Zifa for mortgage initiative

Zifa Mortgage Network has signed a deal with Berkeley Network members allowing them to develop their mortgage business online.Berkeley, which has 470 RIs and places itself as the fourth-biggest network, says the deal will ensure its members receive the “most comprehensive service package available”.The joint initiative means Berkeley advisers will receive training, support services and […]

Standard Life to cut pension charges

Standard Life has announced it will lower the charging structure on all of its pension products to bring them in line with stakeholders when they are launched next April. The mutual life offices says its 750,000 existing pension contributors will benefit from the lower charges. Under stakeholder regulations, providers cannot charge annual fees any higher […]

Credit Suisse creates new economics team

Credit Suisse First Boston has announced the creation of a new global economics research group. The group, based in London, will comprise Mary Davis, Maxine Koster and Umberto Alvisi. All will report to CSFB chief economist and head of fixed income research Giles Keating.


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