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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Sign up For generations, life expectancy has been steadily increasing, with more and more people now likely to live to 100. Scottish Widows’ pension expert Robert Cochran tackles this longevity landscape with economist and co-author of the book ‘The 100-Year Life’, Andrew Scott, in episode one of Scottish Widows’ new podcast series – “The Future of Financial Planning”. Click […]
Platform technology provider FNZ has supplied the blockchain system powering The Big Issue’s new impact investment platform. The Big Exchange platform will offer funds from fund managers, including Aberdeen Standard Investments Columbia Threadneedle, Alliance Bernstein and Alquity. Big Issue Invest says the platform will bring social and environmental funds direct to retail consumer for the first […]
Making pensions simple for everyone to understand is one of my key missions as a minister. Simple, two-page, standardised pension statements, the pensions dashboard for online access to pensions information, an industry provided mid-life MOT are clearly the way forward. Traditionally, pensions are complex. We want to change this. If something is impenetrable, people shy […]