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Rathbone Unit Trust Management – Multi-Asset Portfolio : Enhanced Growth Portfolio

Rathbone Unit Trust Management – Multi-Asset Portfolio : Enhanced Growth Portfolio

Type: Oeic fund of funds

Aim: Growth by investing in a range of asset classes mainly through a portfolio of investment funds

Minimum investment: Lump sum £1,000

Investment split: 30% Asia/emerging market equities, 24% overseas developed market equities, 20% UK equities, 10% macro/trading strategies, 7.5% private equity, 5% corporate bonds, 3.5% cash

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%



Braveheart invests in tech through Viking EIS fund

Braveheart Investment Group is focusing its Viking growth fund on unquoted companies mainly in the technology sector. Braveheart was founded in 1997 and is a specialist in unquoted technology investments. This EIS fund is diversified across companies of all stages of development and within technology sector in areas such as software & computer services, hardware […]

Structured products platform launches in the UK

The UK’s first structured product investment platform, Structured Products Go, has gone live today. The platform has been launched by former Barclays Capital structured product specialist Phil Taylor and Ben Murison, who was previously Royal Bank ofScotland vice president of structured products for the UK. The platform has been developed in-house with RBS, Morgan Stanley, […]


IP insurers must do more on own occupation

Since Lifesearch reinvigorated the debate over what defines activities of daily living last month, there has been a lot of discussion about the use of ADL as an occupation definition for income protection and critical illness. The Specialist Protection Adviser forum on LinkedIn received its longest thread on the issue and the debate has continued […]

Tax-free gains? That can’t be right, can it?

When he was Chancellor of the Exchequer, George Osborne made several changes to the way in which income is taxed. Personal allowances were increased significantly above the rate of inflation; a starting rate band was introduced for savings income and, with effect from 6 April 2015, this was assessed at 0 per cent. In addition, […]


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