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Sarasin Chiswell – Sarasin EquiSar IIID

Sarasin Chiswell

Sarasin EquiSar IIID

Type: Oeic

Aim: Growth of 3.5% above UK inflation by investing in equities and derivatives

Minimum investment: Lump sum 1,000, monthly 100

Investment split: 30% equities, 5% short equity, 60% short futures, 5% caash/near cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial up to 5%, annual 1.25%, performance fee 20%

Commission: Initial up to 3%, renewal 0.5%

Tel: 020 7038 7002


Warning on illegal protection business

IFAs could be selling protection products illegally if they are not regulated under Icob, warns Bankhall sales director Tony Murrell. Speaking at Money Marketing Live last week, Murrell said 30 per cent of firms are not authorised to sell protection products as they are not regulated under Icob rules. Murrell said 425 mortgage intermediaries operating […]

Investment View: Talking points

Harking back to the Association of Investment Trusts’ annual directors’ conference, on which I reported last week, a particularly interesting session came under the somewhat deathless title of Global Macroeconomic and Market Outlook.

Small talk

A lot of nonsense is talked about small-cap funds being no longer attractive. Certainly, this sector as a whole has marginally underperformed over the past year and in the three months to April 1, 2006, but the top performers of all have been mainly smaller company funds, mid-cap funds and UK equity funds with some smaller company investments.

Richard Coulson

The chief executive of Home of Choice was on the books of Sheffield United Football Club before coming to the mortgage industry and says his firm is ‘over the hard yards and can kick on’. He believes the whistle will be blown on all but five mortgage networks by the end of the year and has an acquisition strategy in place to ensure that HoC is one of the survivors. Interview by Nicola York

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]


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