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Shepherds Investment – Shepherds Select High Security Fund


Income and growth by investing in traded life policies and traded endowment policies in the US

Minimum investment:

Investment split:
100% in US traded life policies and traded endowment policies

Place of registration:
Cayman Islands

Annual 1%

Subject to negotiation

Tel: 020 7398 4550


IFAs want Mom index

Standard & Poor&#39s is to consult with clients over the results of a Money Marketing poll that showed huge backing for a multi-manager index. The fund ratings agency admits it is intrigued and surprised by the result of the online survey which showed that 92 per cent of IFAs would find it useful to have […]

The final word on merger

There is just over a week to go until the big vote on the merger of the LIA and Sofa. The proposals have sparked fierce opposition from many well known and respected IFAs. Other senior figures in the industry have given the proposal their full support or qualified backing. We hope Money Marketing has allowed […]

Merger will move life industry further from its roots

It has been interesting to see yet another “oldie” – LIA executive member Brendan Power – coming out against the merger with Sofa (Money Marketing, September 30). It would be interesting to poll the former executive members as a group as there must be well over 100 of us now and we can claim to […]

&#39Lift barriers to schemes&#39

The Government must change the design of employer-sponsored defined-contribution schemes if it is to achieve its ambition to improve the 40/60 private/state benefit dependency ratio to 60/40 by 2050, warns a report by the Pensions Institute at Cass Business School. It says means-testing discourages advisers from promoting membership to lower earners while negligible profit margins […]


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