View more on these topics

M&G Investments – M&G Balanced Portfolio

Wednesday, 5 February 2003

Type: Oeic

Aim: Growth by investing in international equities

Minimum investment: Lump sum £1,000, monthly £100

Investment split: UK equities 55.41%, European equities 3.78%, North American equities 12.12%, Japan 1.96%, Pacific 0.89%, UK bonds 9.95%, UK corporate bonds 9.98%, cash 5.92%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.5%

Special offer: 1% discount on initial charge

Offer period: Until April 5, 2003

Commission: Initial 3%, renewal 0.5%

Tel: 0800 389 8600

Recommended

Independent view

As I write this article, the FTSE 100 has just fallen below 3,500 and I am starting to wonder whether turning down the offer to be vocalist in a young Parisian snowboarder&#39s band back in 1993 was, in hindsight, a bad career move. The music business did not offer much in the way of job […]

Standard Life slashed payouts by 15 per cent

Standard Life has slashed with-profits payouts by up to 15 per cent blaming extremely challenging investment conditions. It says investment performance of its with-profits fund was down 12.5 per cent for last year, compared with a 20 per cent fall in the FTSE All Share. It claims that returns despite the cuts are better than […]

PI is still crumbling

I read with interest the article by Junior Sobowale (Money Marketing, January 23).While I agree with some of the general points he put forward, I was astounded to read his observations about the professional indemnity difficulties being experienced by IFAs. These comments exhibit a total detachment from the plight that is being felt currently by […]

Homebuyers are &#39better insulated&#39 against slump

Nationwide says borrowers are better protected from a slump in house prices than in the past by having put down bigger deposits. But it warns lenders to stay cautious and test borrowers&#39 ability to meet repayments. The society says house prices increased by 1.7 per cent last month and 26.5 per cent over the last […]

‘How to…audit your auto-enrolment scheme compliance’

Avoid pension penalties with our auto-enrolment checklist

According to the Pensions Regulator’s annual commentary and analysis report released this month, 785 potential non-compliance cases were referred for investigation, with 23 auto-enrolment compliance notices issued. And they predict that the use of their statutory powers is only going to increase.

Newsletter

News and expert analysis straight to your inbox

Sign up

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