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Nvesta plan matures with overall profit of 15.93 per cent

Nvesta&#39s investment plan matured with an overall profit of 15.93 per cent after three years two months achieving 83.9 per cent capital return.
The company says there was soft protection barrier of 30 per cent and hard protection of 10 per cent . But all three indices breached the 30 per cent as markets fell dramatically during 2001 and 2002 meaning that capital return was reduced by the amount each index finished below 90 per cent of the strike level, geared 1.25 per cent.


Standard opens structured door

STANDARD LIFE Secured Capital Plan Type: Capital-protected Oeic Aim: Growth linked to the performance of the FTSE 100 index Minimum investment: Lump sum £5,000 Isa link: Yes Pep transfers: Yes Term: Five years and 48 days Return: 82.4% growth in the index Guarantee: Original capital returned in full at end of term regardless of the […]

Chance was missed on depolarisation

The AITC says the FSA missed an opportunity to promote the marketing of trusts during the consultation on depolarisation. Director general Daniel Godfrey told last week&#39s Money Marketing/Sway round table meeting at Somerset House that the regulator could have done more to help by unbundling the cost of advice from the sale of the products. […]

Nationwide launches new fixed rate bonds

Nationwide building society is launching three new fixed rate bonds which replace the previous one, two and three fixed rate offerings. Nationwide&#39s new one year fixed rate bond pays 5.10 per cent gross per annum / AER of monthly interest of 4.95 per cent gross per year / 5.06 AER. The two year fixed rate […]

Schroders – Schroder S&P High Alpha Portfolio

Type: Unit trust multi-manager fund of funds Aim: Growth by investing in a portfolio of 12-15 funds Minimum investment: Lump sum £1,000 Investment split: 47.3% UK equities, 14.8% Europe ex UK, 9.3% Japan, 9% alternatives, 7.8% Asia ex Japan, 5.8% emerging markets, 5.2% Us, 1% cash Isa link: Yes Pep transfers: Yes Charges:Initial 5.25%, annual […]


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