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Prudential – Dynamic Portfolios: Cautious Portfolio

Prudential – Dynamic Portfolios: Cautious Portfolio

Type: Oeic

Aim: Income and growth by investing in a risk-graded multi-asset multi- asset portfolio of investment funds

Minimum investment: Lump sum £500, monthly £50

Investment split: 44% investment grade corporate bonds, 15% overseas equities, 10% UK equities, 10% property 10% government bonds, 10% high yield bonds, 1% cash

Isa link: Yes

Charges: Initial 5%, annual 1.4%

Commission: Initial 3%, renewal 0.5%

Tel: 0808 234 0808


Rozario: The more your property is worth, the more it should be looked at in the whole retirement planning process

Rich pickings

Experts believe it is the adviser’s job to dispel the myth that equity release plans are just for poor people and target wealthy clients. Lee Jones reports

Royal Liver: Counting the cost

Royal Liver faces £7m bill

The FSA has ordered Park Row’s parent company Royal Liver to pay customer redress estimated at between £5m and £7.8m. The FSA has also publicly censured Park Row and fined the firm’s former chief executive Peter Sprung £49,000. Money Marketing first revealed news of the FSA investigation in March 2009. The FSA says the firm […]


White paper — Dubai International Insights

Jelf Employee Benefits discusses the legislative changes in Dubai, available medical facilities and policy considerations for employers with expatriate workforces in the country. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Dubai, or are considering operating there in the near future.


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