View more on these topics

Privilege Portfolio – Euro Socially Responsible Growth Fund

Thursday, 3 May 2001.

Type: Sicav.

Aim: Growth by investing in companies whose processes benefit from socially responsible policies.

Minimum investment: Euros 3,000.

Place of registration: Luxemburg.

Investment split: Belgium 2.2 per cent, Denmark 7.5 per cent, France 16.4 per cent, Germany 12.4 per cent, Ireland 2.1 per cent, Italy 9.4 per cent, Netherlands 7.5 per cent, Norway 9.4 per cent, Portugal 3.6 per cent, Spain 8.7 per cent, Sweden 18.4 per cent, Switzerland 2.4 per cent.

Isa link: No.

Charges: Initial up to 6 per cent, annual 1.75 per cent.

Commission: Subject to negotiation.

Tel: 00352 402820319.



I had a conversation with one of my marketing colleagues last week regarding the latest technology craze that was going to hit the world of financial services – m-commerce.M for mobile that is.In terms of how the industry has embraced and failed to embrace in some respects e-commerce initiatives over the last few years, it […]

US multi-manager SEI opening with Fof trio

US multi-manager giant SEI Investments is to begin its assault on the IFA market in July with the launch of three UK-based funds of funds.The SEI growth, balanced and income unit trusts will invest in a range of actively managed funds from managers across the globe, including smaller UK houses such as SG Asset Management […]

Threadneedle Pensions – Balanced Pathway

Monday, 1 May 2001.Type: Pooled pension fund.Aim: Growth by investing in bonds and equities.Minimum investment: Lump sum £1,000.Investment split: Property 2 per cent, overseas bonds 8 per cent, overseas equities 38 per cent, UK bonds 15 per cent, UK equity 37 per cent.Charges: Annual 0.35-0.85 per cent.Commission: None.Tel: 020 7464 5691.

Why won&#39t they pay out this permanent claim?

I want to tell you about a client of mine of some 18 years. My client saved regularly and strived to better his standard of living and look after his family.He had worked as a full-time employee with an exemplary attendance record since leaving school and also ran his own self-employed business with the help […]


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