View more on these topics

Russell Investments – IM Russell ICVC Defensive Assets Fund

Russell Investments – IM Russell ICVC Defensive Assets Fund

Type: Oeic fund of funds

Aim: Growth by investing mainly in cash and bond funds through a portfolio of Russell multi-manager funds

Minimum investment: Lump sum £1,000, monthly £100 through regular savings plan subject to £50 a month minimum for each fund

Investment split: 19% global bonds, 19% sterling bonds, 19% corporate bonds, 19% currency/foreign exchange, 19% absolute return equities, 5% cash

Isa link: Yes

Charges: Initial up to 3%, annual up to 1.35%

Commission: Initial up to 3%, renewal 0.5%

Tel: 020 7024 6601

Recommended

20

FSA fines IFA £700,000 for Lehman failings

The FSA has fined RSM Tenon Financial Services Limited £700,000 for failings in its advice and sales processes for Lehman-backed structured products and also for failing to prevent unsuitable advice on structured product and pension switching.

mark_lee.jpg

HMRC wide of mark

Tax legislation has been drafted with too much scope

Iain Chadwick

The Budget 2015: a brief overview

Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com