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Skandia Investment Management – Aggressive Fund

Tuesday, 29 April 2003

Type: Oeic

Aim: Growth by investing in global equities, bonds and cash
Minimum investment: Lump sum £1,000, monthly £50

Investment split: UK equities 60%, European equities 13%, US equities 9.5%, Japanese equities 6%, cash 4%, Far East equities 3.5%, UK gilts 1.5%, UK bonds 1.5%, international bonds 1%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.25%

Commission: Initial 3.5%, renewal 0.5%

Tel: 020 7220 0727


The children&#39s Mutual – The Children&#39s Portfolio

Wednesday, 1 May 2003 Type: Oeic Isa or endowment OEIC ISA Aim: Growth by investing in choice of three Oeics Minimum investment: Lump sum £1,000, monthly £50 Maximum investment: £7,000 Catmarked: No Investment choice: UBS global asset management select, UBS global asset management managed, UBS global asset management medium term fixed interest Charges: Initial 4%, […]

IFAs critical as Gerrard offloads smaller investors

Gerrard is advising clients with investments under £30,000 to close their portfolios and move to rival discretionary managers as market volatility has made their holdings hard to manage.The stockbroker is recommending that more than 1,000 users of its unit trust service liquidate their portfolios.It is offering alternative options to the small proportion of clients who […]

New roles for ex-Whitechurch pair Cockerill and Perry

Former Whitechurch Securities employees Tim Cockerill and Warren Perry have respectively joined Principal Investment Management and IFA/fund manager group Lindsay Welbeck.Cockerill becomes a senior discretionary fund manager at PIM responsible for clients in the West, some PR and research. He spent several years with Whitechurch before moving to Chartwell Investment Management in 2000, leaving last […]

Personal Touch set to move CI policies to Bupa book

Non-regulated network Personal Touch Insurance has arranged a deal with Bupa which could see all its members&#39 unresolved Prudential critical-illness policies transferred to Bupa&#39s book.It means that Personal Touch&#39s approximately 1,000 outstanding Pru CI cases will now have the option of being transferred to Bupa&#39s CI book.Bupa&#39s rates are not as cheap as those originally […]


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