Skandia
Spectrum 6
Type: Oeic
Aim: Growth by investing in a balanced multi-asset portfolio of investment funds and segregated mandates
Minimum investment: Lump sum £1,000, monthly £50
Investment split: 30.2% UK equities, 28.3% property, 10.7% money market, 7.7% Asia Pacific equities, 7.7% US equities, 7.7% European equities, 7.7% international equities
Isa link: Yes
Charges: Initial 5%, annual 1.25%
Commission: Initial 3%, renewal 0.5%
Tel: 020 7220 3531
The Government has exten-ded its shared equity and shared ownership schemes beyond key workers to help all first-time buyers into homeownership.
Prudential has launched FundSipp, a flexible self-invested personal pension in partnership with Cofunds.
Product providers and banks need to convince the FSA that there is a real need for tied and multi-tied advice ahead of the next RDR report in October, according to Ernst & Young.
Allianz Global Investors
RCM Global EcoTrends Fund
Robin Geffen, Fund Manager and CEO Are you taking enough risk? Robin Geffen, Founder of Neptune and Manager of the top performing Global Alpha Fund, discusses the importance of accepting enough volatility in planning for retirement. Click here to read the full article Important information Investment risks The value of an investment and any income from […]
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]