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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Fund managers in London have slashed their hiring by nearly half since the Brexit vote, while recruitment in Paris and Luxembourg has risen, according to new data. A Financial Times report says data from professional networking site LinkedIn shows the number of London-based investment management job ads posted on its site fell in the first […]
Sims Financial Planning has become the third adviser acquisition this year for consolidator Fairstone. Three staff will join Fairstone, bringing funds under management to more than £90m along with total fee income of almost £500,000. Sims is the latest firm to be fully acquired by Fairstone after joining its downstream buyout programme in July 2015. […]
Aim-listed advice and investment firm Harwood Wealth Management has continued its run of acquisitions with a deal to buy an Ascot-based retirement advice specialist. Harwood has acquired the assets of Plan65 for up to £1.56m depending on performance, with an initial payment of £810,000 coming out of Harwood’s existing cash reserve and the rest of […]
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