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Scottish Widows – Flexible Investment Bond

Tuesday, 17th October 2000.

Type: Single premium investment bond.

Aim: Growth by investing in a range of Scottish Widows&#39 funds and externally managed funds.

Minimum investment: £5,000 new clients, £1,000 existing clients.

Fund links: Choice of ten of the following funds: mixed, consensus mixed, safety plus, European, UK equity, international, North American, Japanese, UK equity index, fixed interest, property, indexed stock, cash, global equity, environmental, unitised with-profits, Fidelity managed, Fleming managed, Gartmore managed, Mercury managed, Newton managed, Perpetual managed, Schroder managed.

Allocation rates: Single life ages 3-75, joint life ages 3-79 &#45 100 per cent up to £24,999, 101 per cent £25,000-£49,999, 101.5 per cent above £50,000; single life ages 76-80, joint life ages 80-84 – 99 per cent up to £24,999, 100 per cent £25,000-£49.999, 100.5 per cent above £50,000; single life ages 81-85, joint life 85-89 &#45 98 per cent up to £24,999, 99 per cent £25,000-£49,999, 99.5 per cent above £50,000.

Charges: Initial 1 per cent, annual 0.75 per cent for Scottish Widows&#39 unit linked funds, annual 0.85 per cent for unitised with-profits fund, annual 1.1 per cent-1.64 per cent for externally managed funds.

Switches: First four switches free each year, £15-£35 thereafter.

Options: None.

Commission: Initial 6.25 per cent or 3.75 per cent, renewal 0.5 per cent.

Tel: 0131 655 6000.


HSBC Asset Management – Global Technology Fund

Monday, 16th October 2000.Type: Sicav.Aim: Growth by investing in global media, technology and telecommunications.Minimum investment: $1,000.Investment split: 80 per cent blue chip companies, 20 per cent mid and small cap stocks and shares.Place of registration: Luxemburg.Yield: Nil.Charges: Initial 5.25 per cent, annual 1.5 per cent.Commission: Initial 3 per cent.Tel: 0800 181 890.

Premier Portfolio Managers – c-lect Portfolio

Tuesday, 17th October 2000.Aim: Growth and/or income by investing in actively managed unit trusts and Oeics.Minimum investment: £20,000.Investment split: Three fund of funds – balanced portfolio, growth portfolio, enterprise portfolio.Income facility: Balaced portfolio &#45 monthly, quarterly, half-yearly, yearly.Charges: Initial 5 per cent, annual 1.5 per cent.Commission: Initial 4 per cent, renewal 0.75 per cent.Tel: 01483 […]

Fidelity Investments – Financial Services Fund

Friday, 13th October 2000.Type: Sicav.Aim: Growth by investing in global financial services.Minimum investment: £1,000 lump sum, £50 a month.Investment split: Banks 53 per cent, insurance 19 per cent, life assurance 6 per cent, real estate 3 per cent, brokerage, investment management & other finance 19 per cent.Place of registration: Luxemburg.Yield: Nil.Charges: Initial 5.25 per cent, […]

Newton Fund Managers – European High Yield Bond Fund

Monday, 16th October 2000.Aim: Income and growth by investing in European high yield corporate bonds.Minimum investment: Lump sum £1,000, additional £250, monthly £50.Investment split: B-rated corporate bonds – 67 per cent, BB-rated corporate bonds – 9 per cent, AAA-rated corporate bonds – 7 per cent, BBB-rated corporate bonds 6 per cent, AA-rated corporate bonds &#45 […]


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