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Morley Fund Management/Barclays – Morley Barclays Global Cautious Income Fund

Morley Fund Management/Barclays

Morley Barclays Global Cautious Income Fund

Type: Oeic

Aim: Income by investing in investment grade bonds and global equities covered by call options

Minimum investment: Lump sum 5,000

Investment split: 60% investment-grade bonds, 40% global equities

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4.5%, annual 1.25%, performance fee 10%

Commission: Initial 3% renewal 0.25% every six months

Tel: 0800 234 6023


Skandia blocks Fidelity fund

Skandia will close its links to the Fidelity special situations fund before the fund splits and will not put investors into the UK portion of the fund until 2007 at the earliest. Skandia, the single biggest investor in the fund, with 900m, will not accept new money into special sits from September 14 – four […]

Excuses, excuses

Imagine you were an IFA firm operating under FSA regulation. Imagine that in the past the firm had been several firms operating under several different regimes. A reasonable merger had taken place although for a few years the firms existed as a sort of ad hoc alliance before a full merger.


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