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Societe Generale Asset Management – SGAM AL Equity Fund: Renisance Institutional Equity

Societe Generale Asset Management

SGAM AL Equity Fund: Caxton Equity

Type: Sicav

Aim: Growth by investing in US equities, equity-related US securities and derivatives

Minimum investment: Lump sum £1,000

Investment split: 100% in US equities, equity-related US securities and derivatives

Place of registration: Luxemburg

Charges: Initial up to 5%, annual up to 2.5%, 15% performance fee

Commission: Subject to negotiation



A shaw thing

Sam Shaw is a reporter on Money MarketingLast week I had the pleasure of spending Sunday in the great company of Abbey’s press team soaking up the sunshine and glamour at the British Grand Prix. Never having been to a Formula One event, I was beyond excitement.As guests of Abbey/Santander, we toured the paddock, spotted […]

FSA criticises inadequate product information

The FSA says providers and lenders are not offering enough product information to distributors and are providing inadequately trained service staff to handle adviser queries.In its Treating Customers Fairly in Product Design paper released this week, the FSA says it has worries over a lack of stress-testing of products.It says providers are relying on distributors […]

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Pension Wise — now taking calls…

Those with decent-length memories will recall that in the 2014 Budget statement George Osborne announced the new (and entirely unexpected) pension freedoms. The new rules come fully into force in less than two weeks.


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