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Meteor Asset Management – FTSE 5 Quarterly Kick-Out Plan 3

Meteor Asset Management – FTSE 5 Quarterly Kick-Out Plan 3

Type: Capital-protected bond

Aim: Growth linked to the performance of five FTSE 100 companies in different sectors – BHP Billiton , GlaxoSmithKline , HSBC Holdings, Royal Dutch Shell and Tesco

Minimum-maximum investment: £10,000-no maximum, Isa £10,680

Term: Five years and two weeks

Return: Growth of 5.5% for each quarter that the plan is invested plus capital provided all five shares are at or above 95% of their initial values

Protection: Original capital returned in full at the end of the term provided none of the shares falls by more than 50% by the final day of the term

Closing date: October 12, 2011 for bank transfers, October 7,2011 for cheques, September 30, 2011 for Isa transfers

Commission: Initial 3%

Tel: 020 7904 1010

Slater Investments – MFM Slater Income Fund

Type: Oeic

Aim: Income and growth by investing inshares of high yielding UK companies with growing profits and strong cash flows

Minimum investment: Lump sum £1,000

Investment split: 34% FTSE 100 stocks, 27% FTSE 250 stocks, 22% FTSE Small Cap stocks, 14% Aim stocks, 3% FTSE Fledgling stocks

Isa eligible: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7220 9460


European Commission looks at synthetic ETF crackdown

The European Commission has warned of the dangers of synthetic Exchange Traded Funds and said some firms were using Ucits rules as a “shield” for using them. In a speech at the FSA Asset Management Conference in London today, EC head of asset management Tilman Lueder added there were concerns around using derivatives as exposure […]

More jobs go as Aegon continues to cut costs

Aegon UK has axed a further 116 jobs and closed its affinity group advice service Aegon Direct as it continues its cost-cutting programme. The job cuts include the loss of 17 roles within Aegon Direct, which will close by the end of this year. The firm is aiming to reduce operating costs by 25 per […]


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