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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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 […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
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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