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The Daley Update

JP Morgan Fleming Asset Management is offering a 2 per cent discount on

lump-sum investments into its Fleming funds Isa. The discount will take the

Isa&#39s initial charge to 3 per cent from 5 per cent. JPMF is also offering a

2 per cent discount for any lump-sum investment of £5,000 or more into

its UK strategic value fund, reducing the initial charge to 3.5 per cent

from 5.5 per cent. Both offers run until October 31.

ABN Amro Asset Management&#39s recently launched UK select opp-ortunities

fund has been awarded a AAA rating by Standard & Poor&#39s, making it the

firm&#39s third fund to get S&P&#39s top rating. The fund, managed by star UK

manager Nigel Thomas, has taken over £125m since its launch at the end

of March.

Scottish Life Inter-national has launched an income & growth bonus bond,

offering 11.2 per cent annual gross income coupled with a degree of capital

protection. The bond is linked to the performance of the FTSE 100, S&P 500

and Eurostoxx 50 indices and offers a full return of capital unless one or

more of the indices falls more than 25 per cent over the three-year term of

the investment without recovering. The offer period runs from September 24

to November 9. Comm-ission is 3.5 per cent.

Gerrard Investment Funds is to assume responsibility for the management of

the St Vin-cent high-income fund. The top-performing corporate bond fund

has been administrated and owned by Investec since 1978 although it has

been managed by Gerrard manager Charles Brown since 1984.

Threadneedle has launched a flexible cash withdrawal facility, allowing

investors to take regular cash withdrawals from any Threadneedle Oeic or

managed fund. Investors can withdraw either a set cash sum or a percentage

of up to 7.5 per cent.


Stroud & Swindon brings in discounted flexible mortgage

The latest addition to the flexible mortgage market comes from Stroud & Swindon Building Society.The discount flexible 2006 mortgage has a discount of 0.25 per cent until July 1, 2006 for loans of up to 85 per cent of valuation. This gives it a payable rate of 5.99 per cent.Stroud & Swindon will pay the […]

Jupiter – Jupiter Global Active Fund

Thursday, 30 August 2001.Type: Sicav.Aim: Growth by investing in four sub-funds pan European growth, pan European special opportunities, UK special opportunities and Global SRI.Minimum investment: Euro 1,000 or sterling equivalent.Place of registration: Luxemburg.Investment split: Choice of pan European growth, pan European special opportunities, UK special opportunities and Global SRI.Isa link: No.Charges: Up to 1.75 per […]

Standard Health triple PMI push for staff benefits

Standard Life Healthcare is launching three private medical insuranceinitiatives. It is maintaining its PMI rates for group business for six months untilFebruary 2002 and is extending excesses on its corporate schemes to includea £250 excess which also gives a 30 per cent discount off rates. Thisis in addition to the current £100 excess level. The […]

Companies move to quality street

The article by Peter Hargreaves What does the client want, Mr Sandler(Money Marketing, August 16) raised some important issues regarding actionby the financial services industry over clarity and customer service. The industry is, in fact, addressing those issues through the RaisingStandards quality mark scheme. Forty-nine brands, representing 82 per centof the life and pension market, […]


Guide: what you need to consider for your auto-enrolment project

In this guide, Johnson Fleming reveals what items you need to understand to gauge the impact of auto-enrolment on your business. The guide focuses on: the impact that your auto-enrolment scheme will have on you; assessing your workforce; understanding your staging date; reviewing your current provision; and modelling contribution levels and costs.


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