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Old Mutual spreads its bets on smaller companies

Campbell says: "The literature is clear and provides the information that an experienced investor would be looking for," while Chitroda says: "I think the literature is catchy – indeed very colourful and attractive. The language used is nice and clear. I must admit, even I was tempted to invest after going through the brochure. Some of the company’s other rivals could learn from Old Mutual’s marketing and design team."

Summing up, Bloom says: "We like this fund and think that it could have a good start. However smaller company investment is about shoe leather and old-fashioned research. Bradbury has other jobs to do at Old Mutual and there are only so many hours in the day, although he assures me he is on top of this."

Godfrey Bloom, investment director, TBO Corporate Benefit Consultants, Alan Lakey, partner, Highclere Financial Services, John Bruce, partner, Gillies & Campbell, Peter Chitroda, IFA, Allied Grosvenor Financial Management, Iain Campbell, partner, Macleod IFAs.


Save + invest = Bank of Scotland Offshore

Bank of Scotland Offshore has introduced save + invest, which combines an offshore unit-linked bond with a fixed interest savings account. The unit-linked bond element – called the capital investment portfolio – invests in a range of funds managed by Scottish Provident International. Although it is investing for growth, up to 10 per cent may […]

FSA panel wants DTI and Treasury probed

The Treasury select committee inquiry into Equitable Life&#39s closure must not limit its investigation to the role of the FSA but include Government departments, says the Financial Services Consumer Panel. Chairman Colin Brown has written to the Parliamentary committee expressing his concern that the inquiry will only cover the period since 1999 when the FSA […]

The Mortgage Business – Fast Track Remortgage

Monday, 12th February 2001.Type: Base rate tracker self-certification mortgage for remortgages.Tracker term: Term of loan.Tracker rate: Bank of England base rate plus 1 per cent until March 1, 2003, thereafter Bank of England base rate plus 1.49 per cent.Minimum loan: £25,001.Maximum loan: Trading for 12 months – up to 80 per cent of valuation subject […]

German IFA spots them early in UK

A German high-tech IFA which spots future wealthy clients while they are still at college enters the UK next month. MLP consultants combine personal and online advice. It will initially have a branch network in the UK of 11 consultants targeting high-net-worth individuals. Its UK strategy will be similar to its German, Austrian and Dutch […]


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