Tuesday, 17th October 2000.
Aim: Growth and/or income by investing in actively managed unit trusts and Oeics.
Minimum investment: £20,000.
Investment split: Three fund of funds – balanced portfolio, growth portfolio, enterprise portfolio.
Income facility: Balaced portfolio - monthly, quarterly, half-yearly, yearly.
Charges: Initial 5 per cent, annual 1.5 per cent.
Commission: Initial 4 per cent, renewal 0.75 per cent.
Tel: 01483 400400.
What mortgage-related software do you use to help you advise your clients?A gentleman doing some research on our usage of a well-known software package recently put this question to me. My answer was “none”. This is because we simply do not get involved in advising clients about their mortgages.We always recommend that they seek the […]
Tuesday, 17th October 2000.Type: Mini-cash Isa.Minimum investment: £10.Maximum investment: £3,000.Catmarked: Yes.Interest rate: 5.5 per cent gross a year.Charges: None.Withdrawal penalty: None.Special offer: One per cent introductory bonus in first year.Offer period: Until further notice.Commission: None.Tel: 01242 283593.
Friday, 13th October 2000.Type: Open-ended investment company.Aim: Growth by investing in European technology.Minimum investment: £500 lump sum, £25 a month.Investment split: Communications equipment 32 per cent, telecommunications 12 per cent, IT & consulting services 12 per cent, pharmaceuticals and biotechnology 11 per cent, media 11 per cent, capital goods 7 per cent, household durables 6 […]
Friday, 13th October 2000.Type: Sicav.Aim: Growth by investing in pharmaceuticals, biotechnology, healthcare services and medical equipment.Minimum investment: £1,000 lump sum, £50 a month.Investment split: North America 65 per cent, Europe 15.5 per cent, UK 12.3 per cent, Japan 7 per cent, Pacific 0.2 per cent.Place of registration: Luxemburg. Yield: Nil.Charges: Initial 5.25 per cent, 1.25 […]
By Robin Geffen, Fund Manager & CEO This is a testing time for investors. Over the past year the market has been driven forward by strong fundamental trends underpinned by changes in the real world, but over the past month a more animalistic sentiment has sent shares plunging. As we consider the remainder of the […]
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Invesco has sealed a deal to acquire OppenheimerFunds as the firrm looks to break into the top 10 global investment managers. The deal will see OppenheimerFunds parent Massachusetts Mutual Life Insurance Company sell the asset manager to Invesco, with MassMutual taking a 15.5 per cent stake in Invesco in return. Invesco will manage $1.2trn (£920bn) […]
Advice firm consolidator Newell Palmer has acquired midlands IFA Sense Wealth Management in a deal adding another £35m to its funds under management. The purchase is the 51st acquisition made by Newell Palmer since it began trading in 1993. The £35m is split between around 100 active clients from Sense, who will all transfer over […]
Three directors have been named to the board of the newly-launched Single Financial Guidance Body. The Department for Work and Pensions has appointed former National Employment Savings Trust chief executive Tim Jones and Royal Bank of Scotland director for products Moray McDonald as non-executive directors. University of Bristol emeritus professor Elaine Kempson will also join the board. […]
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