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UBS Global Asset Management – UBS Absolute Return Bond Fund

UBS Global Asset Management

UBS Absolute Return Bond Fund

Type: Oeic

Aim: Growth by investing globally infixed income assets including bond futures

Minimum investment: Lump sum 1,000, monthly 50
Investment split: At least 60% in investment-grade bonds, up to 40% in high yield and emerging market bonds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 1%, annual 1%

Commission: Initial 1%, renewal 0.25%

Tel: 0800 587 2111


DecisionDecisions appoints Managing Director

DecisionsDecisions, provider of online financial planning models for the investment market, has appointed Ian Horn as managing director. Horn brings experience of growth strategy and operations with Aegon and Scottish Equitable, and hopes to develop the companys potential further outside Europe.

Fundamental takes Aim for IHT planning

A new inheritance tax planning portfolio service is aiming to offer the advantages of Aim and Ofex investments to IFAs seeking an alternative approach.

Harmony to end pension discord

An Inland Revenue plan to harmonise tax-free cash allowances for pensions and lifetime annuities could boost annuity provision for women.

Retirement - thumbnail

(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.


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