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T. Bailey – T. Bailey Equity Income Fund

Unit trust fund of funds

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:

Pep transfers:

Initial up to 5%,
annual 1.25%

Initial 3%,
renewal 0.5%

Special offer:
Extra 1% commission

Offer period:
Until December 13, 2004

Tel: 0115 9888200


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


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