View more on these topics

Morley Fund Management – UK Focus Fund

Friday, 19 October 2001.

Type: Oeic.

Aim: Growth by investing in a concentrated portfolio of between 30 and 40 UK stocks.

Minimum investment: Lump sum £5,000.

Investment split: 100 per cent in a concentrated portfolio of between 30 and 40 UK stocks.

Isa link: No.

Pep transfers: No.

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

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 0800 5874563.


Regional Review: Surrey

As one of the wealthiest counties in the UK, moving from London overspill to typical stockbroker belt, Surrey is classic IFA territory. From the suburbs to the South-west of London, out to its picturesque villages, the area is full of high-net-worth individuals.Epsom will be the location for the Money Marketing IFA UK exhibition and conference, […]

James Brearley highlights blue chip stocks

James Brearley & Sons is targeting blue chip stocks with its premium growth trust.Set up as a unit trust, the fund is aimed at experienced medium-risk investors who want to invest in the UK, are looking for growth and have at least £1,000 of money to invest.Premium growth will target a portfolio of at least […]

CSFB protects capital through Titans

Investment bank Credit Suisse First Boston (CSFB) is aiming its capital protected Tessa-only Isa (Toisa) at investors with maturing Tessas and those who are unhappy with the variable rate accounts of their original Tessa providers.The global titans Tessa plan is linked to the 50 stocks listed on the Dow Jones Global Titans index. These include […]

J O Hambro Capital Management – JOHCM UK Emerging Companies Fund

Friday, 19 October 2001.Type: Oeic.Aim: Growth by investing in UK equities.Minimum investment: £2,500.Place of registration: Dublin.Investment split: 100 per cent UK equities.Isa link: Yes.Charges: Initial 5 per cent, annual 1.25 per cent.Commission: Initial up to 3 per cent.Tel: 020 7747 5646. 


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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