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SVM Asset Management – SVM Balanced Managed Fund

SVM Asset Management

SVM Balanced Managed Fund

Type: Oeic fund of funds

Aim: Growth by investing in equities, bonds, property, private equity, funds of hedge funds and cash

Minimum investment: Lump sum £1,000

Investment split: 85% investment funds, 15% fixed interest and cash

Isa link: Yes

Charges: Initial 5.25%, annual 1.4%

Special offer: Initial charged waived or initial commission up to 5.25%

Offer period: Until September 30, 2008

Commission: Initial 3%, renewal 0.5%

Tel: 0800 0199 440


Anchors aweigh

This year’s PIMS conference was a strange mixture of optimism and pessimism. Overall, IFAs are happy with what is happening in regulation. There may even be signs that the top-enders – chartered and certified planners – are coming round to the idea of RDR Mark II. They did, of course, approve of RDR mark one but one planner on board the Arcadia last week said they had decided, on reflection, that the first version was too harsh and would have driven too many advisers – and not necessarily the bad apples – from the industry.

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In Focus — February 2015

Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.


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