View more on these topics

Norwich Union – Cautious Fund of Funds

Norwich Union

Cautious Fund of Funds

Type: Oeic

Aim: Growth by investing in a portfolio of investment funds selected by IMS

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

Investment split: 38.6% UK, 28.5% UK fixed income, 10.9% cash, 6.6% global fixed income, 5.4% Japan, 4.8% Europe, 3.5% Asia 1.7% US

Isa link: Yes

Pep transfer: Yes

Charges: Initial 5% for lump sum investments, 20% for regular savings, annual 1.5%

Special offer: Initial commission on lump sums increased to 4%

Offer period: Until July 31, 2007

Commission: Initial 3%, renewal 0.5%

Tel: 0845 6072438

Recommended

Fidelity targets income for life

Fidelity has brought out a fettered fund of funds range that will allow people to build up savings for their retirement and draw a rising income from these assets at a date of their choice.

Whittaker hands over reins of tri-star fund to Collins

Stephen Whittaker is to pass control of the UK equity portion of the New Star tri-star fund to Edward Collins.Collins will initially co-manage the equity portion in tandem with Whittaker before taking over sole control later this year.Collins has run the Dublin-based New Star UK dynamic fund since February 2006. The fund is ranked 20th […]

Cash points

The global equity markets have continued to gain upward momentum. Before February’s correction, we started to take a defensive approach due to the lack of pricing of potential risk and short-term technical and sentiment indicatorsWe believe these short-term market corrections offer great entry points for longerterm investors and we used the cash we had built […]

How to use wills to protect your clients’ wishes

March was Free Wills Month! Free Wills Month brings together a group of well-respected charities to offer members of the public aged 55 and over the opportunity to have their simple wills written or updated free of charge by using participating solicitors in selected locations around England and Wales. Research by the Law Society* highlighted that only 64 […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment