Type:
Oeic
Aim:
Income and growth by investing globally in government bonds, investment-grade corporate bonds and other fixed-interest securities
Minimum investment:
Lump sum £500,
monthly £50
Investment split:
100% in government bonds, investment-grade corporate bonds
and other fixed-interest securities
Isa link:
Yes
Pep transfers:
Yes
Charges:
Initial 3%,
annual 0.95%
Commission:
Initial 3%,
renewal 0.25%
Tel: 0800 333353
Chase de Vere Mortgage Management is setting up a mass-market fee-free mortgage intermediary firm which it believes could be the dominant player in the mortgage market. The new business, which is still to be branded, is partly funded by GMAC-RFC and managed by Savills Private Finance founder Mark Chilton. It will be a national phone-based […]
Type: Buy-to-let tracker mortgage Tracker term: Lifetime of loan Tracker rate: 1.35% above Bank of England base rate Payable rate: 5.6% Minimum loan: £25,001 Maximum loan: Up to 85% of valuation subject to a maximum of £300,000, up to 75% of valuation subject to a maximum of £500,000 Income multiples: Rental income must be at […]
Age Concern is considering a plan to launch a national network of IFAs to service the retirement market for financial services. The charity is believed to be preparing a business plan that will be considered at its June board meeting, where a decision will be made whether to go ahead with a national advisory presence. […]
Matrix Money management has created a capital-protected hedge fund that invests in futures via the Winton Trading Strategies Fund.The Matrix Ascension Plan is available to investors with at least £5,000 and has a seven-year term. Investors will get 100 per cent of the growth in the underlying funds and a 96 per cent capital return […]
Despite the surprises the market always springs on investors, for the Loomis Sayles US Equity Leaders Fund, macro events are not a factor in its own decision making.
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Financial advisers waste almost five hours a week doing menial tasks, according to a study by adviser tech platform Advicefront. With an average hourly wage of £46.38, one hour in eight is spent on unnecessary tasks and costs advisers £220 per week in wasted time. The survey asked advisers how much time they spend weekly on […]
Last week, the excellent Money Marketing Interactive Harrogate event took place, where I was fortunate enough to be part of the panel on diversity in advice. Last week also saw the 10th anniversary of the Lehman Brothers’ collapse. “If it had been Lehman Sisters rather than Lehman Brothers, the world might look a lot different […]
The total value of pension transfers fell from £10.6bn in the first quarter of the year to £8.2bn in the second quarter, the latest figures from the Office for National Statistics show. According to AJ Bell, this is the first drop in value of pension transfers since the second quarter of 2016. The figures coincide with […]