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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Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]
Two professional bodies have joined forces to co-brand and promote an Islamic finance qualification. The Chartered Institute for Securities & Investment’s Islamic Finance Qualification was launched in 2007 and has now got backing from the Association of Chartered Certified Accountants. CISI and ACCA signed a memorandum of agreement regarding their collaboration on the Level 3 […]