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MFS International UK – The MFS US Growth Equity Fund

Wednesday, January 2, 2002.

Type: Oeic.

Aim: Growth by investing in US equities and equity-related


Minimum investment: Lump sum £1,000, monthly £50.

Investment split: 100 per cent in US equitiesand equity-related


Isa link: Yes.

Pep transfers: Yes.

Charges: Initial A shares 5 per cent, annual A shares 1.5 per cent, B

shares 2 per cent.

Special offer: Initial charge reduced to 3 per cent for A shares for

lump sum investments until January 31, 2002 and then 4 per cent

until April 5, 2002.

Offer period: Until April 5, 2002

Commission: Initial A shares 3 per cent, B shares 4 per cent,

renewal 0.5 per cent.

Tel: 0870 8737773.


Scarborough Building Society – Flexible Lifetime Discount Plus Refunded Valuation Fee

Thursday, January 3, 2002.Type: Discounted rate flexible mortgage.Discounted term: Term of loan.Discount: 1.34 per cent.Payable rate: 4.65 per cent.Minimum loan: £15,000.Maximum loan: Up to 95 per cent of valuation subject to nomaximum.Income multiples: Three times principal income plus second or 2.5times joint.Features: Underpayments, overpayments, payment holidays.Arrangement fee: None.Redemption fee: None.Conditions: Valuation fee refunded on completion.Introducer&#39s […]

Henderson Global Investors – Horizon Global Technology Leaders Fund (Large Cap)

Thursday, January 3, 2002.Type: Sicav.Aim: Growth by investing in global technology relatedcompanies.Minimum investment: $2,500.Place of registration: Luxemburg.Investment split: 100 per cent in global technology relatedcompanies.Isa link: No.Charges: Initial A shares 5 per cent, annual 1.2 per cent.Commission: Initial 3 per cent.Tel: 0800 881144.

Seven Investment Management – 7IM Wrap Account

Wednesday, January 2, 2002.Aim: Income and growth by investing in managed pooled, managedsegregated or advised strategy.Minimum investment: £150,000.Investment split: Client&#39s choice of collective investments, shares,bonds and stocks.Income facility: Monthly, quarterly.Charges: Annual 1.25-2 per cent.Commission: Subject to negotiation.Tel: 020 7337 0652.

MFS looks to the continent

MFS International has introduced the MFS continental European fund, an Oeic that invests in Europe excluding the UK.The fund is a mirror of an offshore fund, the MFS European equity fund. It aims to produce capital growth by investing in a portfolio of around 65 stocks and is managed by the same team of eight […]


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