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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My favourite news story last week came into my inbox from Money Marketing. The headline read: “Treasury pushes for gender diversity interventions after ‘slow’ progress.” Maybe it is because I am a female who has worked in financial services for over 35 years that the news resonated. Economic secretary to the Treasury John Glen spoke […]
Legal & General has announced a tie-up with technology firm Origo to launch a new service to support advisers track the progress of client applications. The product known as Track My Apps is aimed at supporting advisers selling Legal & General’s retirement income range of products from fixed-term annuities to lifetime annuities. The online system […]
Octopus Group has appointed its former chief customer officer, Ruth Handcock, as chief executive of the investment business. Handcock will be the first new chief executive since Octopus was founded in 2000 and will lead the group’s investment business. She joined the company from of challenger bank Tandem in July 2018. CEO Simon Rogerson will […]