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Neptune Investment Management – US Income Fund

Neptune Investment Management – US Income Fund

Type: Unit trust

Aim: Income and growth by investing in US securities, Canadian securities and securities of companies based elsewhere that derive income from the US

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

Investment split: 100% in US securities, Canadian securities and other assets

Isa link: Yes

Charges: Initial 5%, annual 1.75%

Commission: Initial 3%, renewal 0.5%




Fidelity looking at direct discounts

Fidelity FundsNetwork is considering discounting annual management charges on funds for direct investors. Fidelity International head of UK fund partners Ed Dymott says the group is considering the move ahead of the RDR, which he says will lead to increased price competition for retail clients. Dymott says: “It is something that we are considering and […]

Positive Solutions and Origen move into combined profit

Aegon’s distribution arms Positive Solutions and Origen made a profit for the third quarter of 2010, compared to combined losses earlier this year and heavy losses in 2009. In its third quarter results, published today, Aegon’s distribution arms made a £1m profit for Q3, compared to a £2m loss in Q2 and a £16m loss […]


Nest confirms Tata contract

Nest Corporation has confirmed that Tata Consultancy Services will administer the national saving scheme until June 2020, with the option to extend for a further five years. The contract covers all aspects of scheme administration including web-based enrolment, record-keeping, contribution collection and details of each individual’s retirement pot. The terms of the deal, worth around […]


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