View more on these topics

Scottish Widows Investment Partnership – Swip Diversified Assets Fund

Scottish Widows Investment Partnership

Swip Diversified Assets Fund

Type: Unit trust

Aim: Growth of 3.25 per cent a year above the Bank of England base rate

Minimum investment: Lump sum £1,000

Investment split: 20% UK bonds, 15% global property, 12.5% UK equities, 12.5% absolute return funds, 7.5% overseas equities, 7.5% private equity, 5% emerging markets equities, 5% overseas bonds, 5% high yield bonds, 5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7203 3333

Recommended

Fraud is being swept under the carpet

I was recently approached by an old friend and his wife who were both in some distress after having had their endowment policy encashed by a fraudster for a total of around £160,000. In this case, the criminal did not even have a valid address for the policyholder, only his name and date of birth. […]

Lambeth walk for Skandia

The crew at Skandia have moved into their new London residence at Old Mutual Place in Lambeth Hill.The open-plan, sloping-floored maze-like building is taking some getting used to. Apparently, the old Skandia London office had private rooms and “nice ladies that brought you cups of tea.” (Source: PR Alex Jones).But the new building boasts an […]

Aifa publishes guide to Reits

Aifa has published an introduction to real estate investment trusts for advisers which outlines the products including advantages and disadvantages.Reits were launched on January 1 2007 and Reita is sponsoring the guide which is available free of charge for Aifa members on its website. The guide warns advisers that the results of investing in Reits […]

Derek Stuart: where to find value in the UK?

Derek discusses a number of Œself-help stories as examples of where he is finding good opportunities in the UK With the FTSE trading at historically high levels, many investors have questioned whether UK equities continue to offer value. But, as Derek points out, the headline figures mask many opportunities at a sector level. He has […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment