View more on these topics

Morgan Stanley – FTSE Sinple Growth Plan 2

Morgan Stanley

FTSE Simple Growth Plan

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: 5,000-1m, Isa 3,000-7,000

Term: Six years

Return: 120% of the growth in the index

Guarantee: Original capital returned in full regardless of performance of index

Closing date: February 25, 2005, February 11, 2005 for Pep/Isa transfers

Commission: Initial 3%

Tel: 020 7425 9000

Recommended

Read fined £150k over pension unlocking

The FSA has fined Read Independent Financial Advisers £150,000 over advice on unlocking pensions. The regulator says there were serious defects in Read’s sales process, inadequate familiarity with regulatory requirements and failure to include adequate risk warnings in its financial promotions. These breaches potentially affected 1,100 consumers between September 2000 and January 2003. The FSA […]

Road to recovery

SCHRODERSSchroder Recovery FundType: Unit trustAim: Growth by investing in UK companies that have suffered a setbackMinimum investment: Lump sum £1,000Investment split: 31.2% cyclical services, 19.5% financials, 11.4% non-cyclical consumer goods, 8.8% general industrials, 4.7% non-cyclical services, 4.3% resources, 2.7% cyclical consumer goods, 2.5% basic industries, 2.4% utilities, 2.2% Information technology, 0.5% other, 9.8% cashIsa link: […]

Product Matters

Artemis global growth is not a new fund. It waspreviously known as the ABN Amro global growth fund, when it had an appalling track record. However, the fund today looks remarkably different from a little over a year ago. It was taken over by Peter Saacke in December 2003 and has been through various changes. […]

Tories set to reveal savings plan

An increase in the limit on tax-free Isas will be floated by the Conservatives today.The Tories will unveil a series of proposals including designed to stave off the UK savings crisis. Proposals are thought to include a lifetime savings account that would match part of savers contributions with payments from government.The paper will be the […]

Greece: the sideshow continues

Artemis managers James Foster, Mark Page and Laurent Millet comment on the Greek deal, describing it as “just another fudge” getting in the way of bigger developments in China, the UK and the US. To read the full article click here.

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