View more on these topics

T. Bailey – T. Bailey Equity Income Fund

Type:
Unit trust fund of funds

Aim:
Income and growth by investing mainly in equity income funds

Minimum investment:
Lump sum £1,000,
monthly £50

Investment split:
80% equity income funds,
20% other investment funds and cash

Isa link:
Yes

Pep transfers:
Yes

Charges:
Initial up to 5%,
annual 1.25%

Commission:
Initial 3%,
renewal 0.5%

Special offer:
Extra 1% commission

Offer period:
Until December 13, 2004

Tel: 0115 9888200

Recommended

Matrix Money Management – Unicorn Aim VCT II

Type: Venture capital trust Aim: Growth by investing in companies listed on Aim Minimum investment: Lump sum £2,500 Closing date: April 1, 2005 Charges: Initial 5.5%, annual 2% Commission: Initial 2.25%, renewal 0.375% Tel:020 7295 3377

NU move shows stakeholders just aren&#39t working

At last, Norwich Union, one of the major supporters of stakeholder pensions, has effectively admitted that SHPs are not commercially viable. Rather than tell the government the &#39facts of life&#39 and dump stakeholders, its solution for the future is to cross-subsidise the distribution of stakeholders with non-charge-capped pensions. It is indefensible that one customer should, […]

Treasury opposed to standard risk ratings

The Treasury has told MPs it would be concerned about any attempt to standardise risk ratings for investment products. A report from the Treasury reinforces the fears of former Treasury FInancial SEcretary Ruth Kelly that standard risk ratings would not work. It forms part of the Treasury&#39s response to the select committee report into restoring […]

Michael Jones

I f Fidelity was looking for an enthusiastic proponent to head UK distribution, it has not gone far wrong with Michael Jones. Jones hails from the institutional side of the fund management business at Merrill Lynch although his last position there was in third-party retail. But there is little to suggest he will not be […]

Sticking to valuation discipline when investing in China

Journalist Alexis Xydias discusses the opportunities – and potential pitfalls – of investing in China with Artemis fund manager Peter Saacke. With Peter holding significant positions in China in the Artemis funds he manages, journalist Alexis Xydias quizzes Peter on the risks of investing in Chinese stocks – including over-valuations, margin trading and financial reporting issues. Click here for video

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com