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UBS Global Asset Management – Global Optimal Fund

Tuesday, June 11, 2002

Type: Oeic

Aim: Growth by investing in global equities excluding UK

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

Investment split: US and Canada 60%, Europe excluding UK 29%,

Japan 6%,

Asia-Pacific ex Japan 5%

Isa link: Yes

Pep transfers: Yes

Charges: Annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 5872111


Joke that&#39s no laughing matter

I never knew MM was a comic paper. How I laughed at the idea of a product provider dismissing IFA management and systems as a joke. From my perspective, this description fits most product providers that knock on my door. Essentially, IFAs are a cottage industry and the last time we saw huge organisations such […]

Friends to build up offshore with two R&SA buys

Friends Provident has bought two of Royal & Sun Alliance&#39s offshore businesses in a deal worth £133m, giving it the ability to sell offshore bonds to UK-based investors. The deal includes Isle of Man-based R&SA International Financial Services and Luxemburg-based Sicav provider R&SA Investment Management. Friends has an international arm in Guernsey that sells to […]

Teather & Greenwood Investment Management – TGIM Ethical Fund

Friday, 14 June 2002 Type: Oeic Aim: Growth by investing in socially responsible UK equities Minimum investment: Lump sum £1,000, monthly £100 Investment split: 100% in socially responsible UK equities Isa link: Yes Pep transfers: Yes Charges: Initial 3%, annual 1.5% Special offer: No initial charge Offer period: Until July 8, 2002 Commission: Subject to […]

Brokers opt for Cemap over Maq

Only 10 per cent of brokers want to take the mortgage advice qualification while 25 per cent prefer the rival Cemap exam, says specialist lender Sun Bank. Most of the 100 brokers questioned who had a preference on which exam to take to meet the MCCB&#39s minimum qualification standard chose the Institute of Financial Services&#39 […]


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