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 […]
James Dowey, Chief Economist, and Paul Caruana-Galizia, Economist
The conventional wisdom is that following a roughly 50 per cent rise in the stock market in 2013 in Yen terms, the Japan trade is over and done*. So the story goes, those big gains were due to a one-off boost from quantitative easing (QE) and a depreciation of the Yen — policies that one should think of as a palliative to Japan’s economic weakness, but not a cure. Rather the cure, and by implication the necessary condition for a longer-term investment case, is deep structural reforms — a painstaking re-weaving of Japan’s economic and social fabric, no less. The story continues: this is a much tougher test than launching a blast of QE, and one that prime minister Shinzo Abe, although well intentioned and well supported by the public thus far, is likely to fail. Stick a fork in Japan, it’s done…continue reading
News and expert analysis straight to your inbox
Sign up
I have recently completed training to become a certified money coach: it is an area we are developing to complement our traditional advice service. One of the exercises is to imagine you are floating in a small boat through time. We ask you to consider where you want to land and what you might find […]
Quilter Financial Adviser School will now offer the Level 6 Advanced Diploma of Financial Planning as part of new offerings announced as it rebrands. Formerly called the Financial Adviser School, QFAS will offer the Level 6 qualification to the whole of market. The first cohort for the Level 6 programme began last week and includes […]
Two directors at St James’s Place have increased the shares they own in the company. SJP investments managing director David Lamb and partnership managing director Ian Gascoigne have both bought £8,996 worth of the company’s shares, according to a London Stock Exchange notice. Lamb and Gascoigne bought 993 ordinary shares of 15p each at a price of […]