Type: Ucits
Aim: Income and growth by investing globally in government and government agency bonds
Minimum investment: £7,500, $10,000, euros 10,000
Place of registration: Dublin
Investment split: 100% government and government agency bonds
Charges: Initial 5%, annual 1%
Commission: Initial 3%, renewal subject to negotiation
Tel: 020 7360 1270
There has been much speculation regarding the introduction of variable claims' definitions for critical-illness plans.Companies floating kites to sound out public and adviser viewpoints are perhaps immaterial because their aims cannot be in doubt.The introduction of such definitions will be the end of the CI market in terms of mass appeal. The first major provider […]
The ABI launched a 10-point manifesto at the Labour Party conference in Bournemounth on Monday aimed at averting a full-scale pension crisis.Its research shows that only 15 per cent of the public trust the Government not to let them down on pensions. The poll shows only 4 per cent are very confident they will have […]
THREADNEEDLE INVESTMENTS Threadneedle UK Mid 250 FundType: Oeic Aim: Growth by investing in UK mid caps and small caps Minimum investment: Lump sum £2,000 Investment split: 100% in UK mid caps and small caps Isa link: No Pep transfers: No Charges: Initial 3.5%, annual 1.5% Commission: Initial 3%, renewal 0.5% Tel: 0800 068 4000 Threadneedle […]
Schroders is this week launching a fund of property funds offering private investors' access to portfolios usually available only to institutions.The Schroder indirect real estate fund will invest in 12 investment vehicles ranging from limited partnerships to offshore unit trusts to gain exposure to buildings in the retail, office and industrial property sectors.It will be […]
Edenred has partnered with Johnson Fleming to launch an auto-enrolment solution for small to medium-sized enterprises (SME) that will help employers fulfil their pensions obligations.
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Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
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