Smith & Williamson Investment Management
Short Dated Corporate Bond Fund
Type: Oeic
Aim: Income by investing mainly in short-dated investment grade corporate bonds
Minimum investment: Lump sum £1,000
Investment split: 45% sterling denominated corporate bonds, 45% euro and dollar denominated bonds hedged back to sterling, 8% supranational bonds, 2% cash
Place of registration: Dublin
Charges: Initial 5%, annual 1%
Commission: Initial up to 3%, renewal 0.25% via Cofunds from June 1, 2009
Tel: 020 7131 8100
Following the acquisition of New Star Asset Management, Henderson Global Investors has rebranded its British retail business as Henderson New Star.This is the second of the three main integration phases relating to the acquisition of New Star. The first was the completion of the deal and the third phase will be full administrative integration, the […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
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The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]
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