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SG Life & Pensions – Sogelife Global Strategy Bond

Tuesday, 11 September 2001.

Type: Traditional offshore bond.

Aim: Growth by investing in unit trusts, Oeics, managed bond funds

and investment trusts.

Minimum investment: £10,000.

Place of registration: Luxemburg.

Investment split: Choice of unit trusts, Oeics, bonds and investment


Isa link: No.

Charges: Initial 5 per cent, annual 0.75 per cent.

Commission: Initial up to 4 per cent or initial 3.25 per cent, renewal

0.25 per cent.

Tel: 01865 747314.



Pension experts recommend caution over annuity purchases

Pension experts are warning pension savers to sit tight and carefully examine their options, before taking any investment decisions.It warns those policyholders about to take benefits should consider deferring their annuity purchase through income drawdown and that the effect of tragedies are an extraordinary example of why compulsory annuity purchase at age 75 needs to […]

CSAM launches Pep transfer and Isa offering

Credit Suisse Asset Management launches a new multi-manager Pep transfer and Isa offering today.The move will allow investors to choose any of CSAM’s three new multi-manager funds — Constellation, Balanced Strategic and UK Strategic — for their Isas or Pep transfers.The minimum investment is £1,000 or £100 a month, while the initial charge is 4 […]

Skipton Building Society – 5 Year Capped Rate Mortgage

Friday, 7 September 2001.Type: Capped rate flexible discount mortgage.Capped term: Until January 31, 2007.Capped rate: 6.5 per cent.Discount: 0.75 per cent for years one and two, 0.3 per cent for years three and four, 0.5 per cent for year five.Minimum loan: £5,000.Maximum loan: Up to 85 per cent of valuation subject to a maximum of […]

Rothschild Asset Management – Five Arrows Monthly Income Fund

Thursday, 13 September 2001.Type: Oeic.Aim: Income by investing in corporate bonds and emerging markets.Minimum investment: Lump sum £1,000, monthly £50 class A shares.Investment split: Corporate bonds 85 per cent, emerging markets sovereign debt 15 per cent.Yield: 8.8 per cent.Isa link: Yes.Pep transfers: Yes.Charges: Initial none, annual 1.5 per cent class N shares, initial 3 per […]


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