Type:
Capital-protected fund
Aim:
Growth linked to the performance of the
Sarasin CI GlobalSar sterling fund
Minimum investment:
Lump sum £7,000
Term:
Five years
Charges:
Initial 5%,
annual 1.5%
Commission:
Initial 3%,
renewal 0.25%
Closing date:
June 15, 2004
Tel: 020 7246 0430
The MPs of the Treasury select committee – specialists in difficult questions – need to turn their famous scrutinising powers upon themselves. Their latest victim is a certain Paul Smee, director general of Aifa. Smee joins numerous insurance company chiefs, split-capital providers and clearing bank chief executives, most notably Barclays Bank chief Matt Barrett, in […]
Mortgage Express has rel-eased its latest buy-to-let confidence report which indicates that demand remains strong and void periods – periods without tenants – continue to be low. The report shows that 45 per cent of respondents believe rental dem-and is increasing and 40 per cent say it will remain the same. Further evidence to suggest […]
Origen chief executive Gareth Marr (pictured above left) and chairman Peter Dornan (right) now lead an IFA formed from the consolidation of the five firms wholly owned by Aegon – Advisory & Brokerage Services, Wentworth Rose, Aurora Financial Group, Momentum Financial Services and Elliott Bayley. The new 200-RI firm has aggressive expansion plans to win […]
The FSA has described the split-capital investment trust debacle as the worst case of misconduct it has seen but is struggling to get the 21 firms involved to sign up to its compensation package. The statement is believed to be a further attempt by the regulator to force the firms to compromise on a compensation […]
A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.
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Discretionary fund manager Brooks Macdonald has said that its in-house financial planning business remains a “major introducer” of funds into its investment solutions. Brooks offers independent, whole of market financial advice, along with managed portfolio services, multi-asset model portfolios, and bespoke investment options. In Brooks’ annual results released this morning, it says it is committed […]
Despite being around since the 1970s, index tracker funds did not have much love from investors until a decade ago, when Lehman Brothers crashed along with many people’s faith in financiers. The popularity of passive funds grew steadily and they went from a negligible market share at the beginning of the millennium to making up […]
IFAs want more clarity on environmental, social and governance investment products to be able to better communicate them to clients. A HSBC Global Asset Management survey of over 200 UK IFAs found that 57 per cent would like more ratings for ESG products. Concerns over diversity, human rights, consumer protection, and animal welfare are the […]
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