Money Marketing
View more on these topics

Lombard Odier – LO Invest UK Europe Fund

By

Wednesday, 14th February 2001.



Type: Sicav.

Aim: Growth by investing in large and mid-cap European companies.

Minimum investment: Euros 2,000.

Place of registration: Luxemburg.

Investment split: Healthcare 9.3 per cent, consumer staples 6.4 per cent, telecommunications 12.7 per cent, consumer durables 12.5 per cent, insurance 8.4 per cent, banking 18.6 per cent, information technology 15.8 per cent, energy 10.6 per cent, cash 5.7 per cent.

Isa link: Yes.

Charges: Initial up to 5 per cent, annual 1.5 per cent.

Commission: Subject to negotiation.

Tel: 0800 3583586.

 

Recommended

Skandia gets personal

Franklin says: “I like this and will use it. The web support is excellent and better, I believe, than anyone elses. I think this will be a serious contender in this market place.”

Exclusive loans from Exchange

The Exchange is rolling out a new range of mortgage services on its IFA portal, including exclusive products from a panel of 12 lenders. Lenders on the panel include Royal Bank of Scotland, First Active, Birmingham Midshires and Platform Home Loans. The Exchange says it is in a position to offer intermediaries competitive procuration fees […]

John Young

With the chinking of glasses and chatter of a French Alpine cafe in the background of our telephone conversation, it is hard to picture the man who has scaled the face of selling the most unsellable life office in the UK, Equitable Life. For the past seven months, law firm Lovells partner and head of […]

The Mortgage Business – Fast Track Remortgage

Monday, 12th February 2001.Type: Base rate tracker self-certification mortgage for remortgages.Tracker term: Term of loan.Tracker rate: Bank of England base rate plus 1 per cent until March 1, 2003, thereafter Bank of England base rate plus 1.49 per cent.Minimum loan: £25,001.Maximum loan: Trading for 12 months – up to 80 per cent of valuation subject […]

The changing world of professional connections

The Legal Services Act of 2007, which opened up the legal market to competition, has put the cat among the professional pigeons. In the words of a 2015 Law Society report on what the legal profession is likely to look like in five years’ time: “Business as usual is not an option for many, if […]

Most Read

  • Top trends

Newsletter

News and expert analysis straight to your inbox

Sign up

Latest from Money Marketing

Acquisition helps Rathbones past £45bn AUM

The acquisition of fellow wealth manager Speirs & Jeffrey has helped boost assets under management at Rathbones by £6bn, the firm’s latest results show. Rathbones’ funds at the end of the third quarter stood at £47.3bn after bolting on £6.7bn from the merger. Without the acquisition, Rathbones says it would have reported a 1.8 per cent […]

FCA survives complaints over Gabriel guidance

Two separate complaints about the clarity of the FCA’s guidance and expectations on Gabriel reporting requirements have been quashed by the Complaints Commissioner. However, the FCA has been asked to waive a late return charge and been asked to make sure debt collection and fees processes on Gabriel reporting are clear. In his report today, […]

The growing influence of research agencies on advisers

Their power over fund selection is only set to increase as more firms adopt centralised investment propositions Fund research and rating agencies have enjoyed a buoyant market in advice firms thanks to the post-RDR rise of centralised investment propositions. While a minority of advisers have chosen to outsource portfolio management, the majority are selecting funds […]

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