View more on these topics

M & G – Global Financials Fund

Monday, 29th January 2001.

Aim: Growth and income by investing in companies related to the creation and delivery of financial products and services.

Minimum investment: Lump sum £500, savings plan lump sum £500 monthly £10, Isa lump sum £100 monthly £10.

Investment split: 100 per cent in companies related to the creation and delivery of financial products and services.

Isa link: Yes.

Pep transfers: Yes.

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

Commission: Unit trust – initial 3 per cent renewal 0.5 per cent, Isa – either initial 3 per cent renewal 0.5 per cent or initial 4.25 per cent.

Tel: 0800 3283191.


Hunting with the pack

The latest Government gimmick to hit homebuyers -the seller&#39s pack – has become a cause of disquiet. The controversial pack, which is set to be compulsory from 2003, is designed to speed up sales. It must be put together by the seller before they put their home on the market. This would give buyers access […]

Spring start for Sun Life Financial of Canada IFA network

Sun Life Financial of Canada is to open its IFA network and consultancy division this spring. The Host Network service launch follows the company&#39s ann ouncement last year that it planned to launch an IFA network. Following research with IFAs, it has decided to expand the service to offer consultancy. The consultancy service will give […]

With-profits and losses

DSS proposals for ringfencing with-profits in stakeholder pensions make their inclusion impractical, according to pension providers. The fundamental problem for including with-profits is that whatever capital is put into a stakeholder sch eme has to be ring fenced. But the essence of a with-profits fund – to provide smoothing and a capital guarantee – is […]

FSF stars at Bafta for conference

The Financial Services Forum is to hold its first conference at the British Academy of Film & Television Arts in London on February 21. The forum represents marketing people in the retail financial services industry. The conference will focus on the difference that marketing can make to a company&#39s bottom line. A panel of nine […]

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment