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Newton Investment Management – Phoenix Multi Asset Fund

Newton Investment Management

Phoenix Multi Asset Fund

Type: Oeic

Aim: Growth by investing in a range of asset classes

Minimum investment: Lump sum £1,000

Investment split: 34.5% equities, 18.7% investment grade bonds, 17.1% funds of hedge funds, 14.8% property, 4.2% sub-investment grade bonds, 3% index linked bonds, 1.8% commodities, 0.6% private equity, 0.7% other, 5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0500 660000


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(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.


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