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 […]
In this brief video, Trevor Greetham, Head of Multi Asset at Royal London Asset Management (RLAM), introduces the Global Multi Asset Portfolios (GMAPs), touching on the distinctive investment approach used to manage asset allocation across the funds.
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