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SAGA – Rab Hedged Investment Fund


Growth by investing in Europe excluding the UK

Minimum investment:
Lump sum £5,000

Investment split:
100% in Europe excluding the UK

Place of registration:

Class A shares &#45 annual 1.5%, performance fee 20%,
Class B shares annual 1%, performance fee 15%


Tel: 0800 559 3199


1% world is to blame for poor pension service

I recently undertook a review of a client&#39s investment portfolio on the issues of inheritance tax and her investments. This included her Standard Life personal pension fund, into which her estranged husband&#39s company pays a reasonably sizeable sum each month, as does she. Her policy is one of a grouped arrangement, presumably for all full-time […]

FSA fines Allied Dunbar £725,000 for mortgage endowment mishandling

The FSA has fined Allied Dunbar £725,000 for mishandling mortgage endowment complaints, contending there were serious flaws in its procedures for handling mortgage endowment complaints The FSA says the flaws occurred between May 2001 and April 2003 and exposed a large number of Allied Dunbar customers to potential loss. FSA director of enforcement Andrew Procter […]

Close eye on rents

CLOSE PROPERTY INVESTMENT Fixed Uplift Properties Type: Closed-ended fund Aim: Growth and income by investing in UK commercial property Minimum investment: Lump sum £25,000 Investment split:100% UK commercial property Place of registration:Isle of Man Charges: Annual 3.5%, performance fee 20% Commission: Initial 3.15% Tel: 0870 733 3773 Close Property Investment&#39s fixed uplift properties is an […]

Estate agents: Stamp duty freeze is ineffective

The National Association of Estate Agents believes the Chancellor&#39s freezing of stamp duty at current levels is effectively a rise. In response to the Chancellor&#39s Budget speech, NAEA chief executive Peter Bolton King says with inflation at 2.4 per cent and house prices continuing to rise annually, Gordon Brown is effectively increasing the number of […]

Tax avoidance (the fight goes on)

In recent times, we have witnessed high-profile celebrities and sports stars make the headlines for potential tax liabilities on ‘failed’ tax avoidance schemes. We are now used to reading about these individuals, but what about those who advise on such schemes? Read more


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