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 […]
Cavendish Asset Management has announced the launch of five equity funds.
Hugh Osmond is set to lose up to £200m of his paper fortune as a result of the restructuring of his Pearl Group empire, according to The Sunday Times.
Aviva Investors
Defined Returns Fund 1
By Denise Wond, marketing manager The buy-to-let market has recently been the subject of a raft of tax changes, all of which make it a less profitable and less appealing proposition for investors. In response, we’ve seen a dip in demand for BTL mortgages and that’s bad news for many advisers who will now be looking […]
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The Organisation for Economic Co-operation and Development claims behavioural biases and low levels of financial knowledge are undermining people’s ability to make appropriate decisions for their retirement. The OECD’s Pensions Outlook 2018 says automatic features, default options and simple information and choice could combat the lack of financial literacy. The OECD’s view is that automatic enrolment […]
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