Skandia Investment Management
US Equity Blend Fund
Type: Multi-manager Oeic
Aim: Growth by investing in US equty funds and segregated mandates
Minimum investment: Lump sum 1,000, monthly 50
Investment split: 31% Alliance Bernstein segregated mandate, 31% T Rowe Price growth segregated mandate, 19% T Rowe Price core segregated mandate, 19% Legg Mason US equity fund
Isa link: Yes
Pep transfers: Yes
Charges:Initial 5%, annual 1.5%
Commission: Initial 3.5%, renewal 0.5%
Tel: 020 7220 3531
Premier Asset Managements halcyon extra income fund is an Oeic fund of funds that is aimed particularly at older investors who may be looking for ways to fund their long-term care needs.
Halifax General Insurance is introducing a new online sales solution for mortgage intermediaries.The new technology allows intermediaries to sell Halifax buildings, contents and mortgage repayments insurance online.The products can be sold alongside Halifax, Bank of Scotland and The Mortgage Business mortgages as well as together with any other lender’s mortgage.The new platform has been piloted […]
Morley Fund Management has added two analysts to its global equities team.John Wilson and Nicole Mardell join from HSBC Asset Management in Tokyo, and First State Investments in London.
The FSA is conducting a customer satisfaction questionnaire among firms to boost its service standards after meeting only 60 per cent of its service targets last year.
In recent times, we have witnessed high-profile celebrities and sports stars make the headlines for potential tax liabilities on ‘failed’ tax avoidance schemes. We are now used to reading about these individuals, but what about those who advise on such schemes? Read more
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Advice network Intrinsic is funding a 58-week training programme through the Quilter Financial Adviser School to get more get more advisers to join its ranks. The course includes specific Intrinsic training throughout the core QFAS programme and means advisers will be trained on Intrinsic systems and processes. It is open to any student who will […]
Influential think tank the Institute for Fiscal Studies has added to pressure on the government from the pensions industry not to restrict tax breaks ahead of the Budget later this month. The IFS says it would be a “step in the wrong direction” to resitrct pension tax breaks on high earners, even though it could […]
Advice firm consolidator AFH is looking to raise £15m to fund more acquisitions by offering new shares in the company. It will sell new ordinary shares in the company at 370p a share in a quickfire offering, with the proceeds used to “execute the company’s acquisition pipeline”, AFH said in a stock market announcement today. […]