Scottish Widows Investment Partnership
Swip Absolute Return UK Equity Fund
Type: Oeic
Aim: Growth by investing in a concentrated portfolio of UK equities
Minimum investment Lump sum 1,000
Investment split: 100% in UK equities
Isa link: Yes
Pep transfers: Yes
Charges: Initial 5%, annual 1.5%
Commission: Initial 3%, renewal 0.5%
Tel: 020 7203 3329
Midas income and growth trust has outperformed its benchmark by 2.6 per cent since Midas Capital was appointed investment manager last August.
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Legal & General has received the Shaw Trust accessibility accreditation.It says it is the first financial services company to receive the accolade, for its group website. The Shaw Trust is a national charity working in disability, disadvantage and employment.
Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee. This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]
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