View more on these topics

Premier Portfolio Managers – Natural Income Portfolio

Tuesday, June 18, 2002

Aim: Income by investing in the Premier high income portfolio,

Premier balanced portfolio and Premier UK blue chip portfolio

Minimum investment: Lump sum £20,000

Investment split: Choice of Premier high income portfolio, Premier

balanced portfolio and Premier UK blue chip portfolio

Income facility: High income portfolio and balanced portfolio quarterly,

UK blue chip portfolio twice a year

Charges: Initial 5.25%, annual 1.5-1.75%

Commission: Initial 4%, renewal 0.75%

Tel: 01483 400400


Liverpool Vic speeds up fact-find system

Liverpool Victoria has enhanced its point-of-sale computer system for its salesforce to allow it to complete fact-finds in around 75 minutes.The point-of-sale system was launched in April last year but has just been improved to speed up the fact-find process and it will now automatically produce a suitability letter.Liverpool Vic says its members still want […]

UBS enters UK market

UBS Global Asset Management has entered the UK retail market with three funds, including the UK select fund. Further funds are expected to emerge in September.The UK select fund is an Oeic that aims for capital growth. It will invest in a portfolio of between 60 and 100 UK stocks, predominantly mid-caps. the portfolio will […]

Aon Sipp enables members to become trustees

Aon Consulting has established the self-invested personal pension (Sipp), a full Sipp that enables investors to become a joint trustee of their own pension. The Sipp allows investments into any Inland Revenue permitted investments, such as stocks and shares, Oeics, unit trust, futures, options and commercial property. Sipp members can manage their pension investments themselves […]

Browned off

Mr and Mrs Brown want an overview of a discretionary managed portfolio which is held with Barclays Private Bank. Their objective is conservative growth with medium risk, with no investment restrictions applied to the management style.The portfolio was established in September 1997 with a capital sum of £250,000 and at February 2002, through “careful” fund […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm