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Vanguard Asset Management – LifeStrategy 60% Equity Fund

Vanguard Asset Management – LifeStrategy 60% Equity Fund

Type: Oeic

Aim: Income and/or growth by investing in equities and bonds through passive index-tracking investment funds

Minimum investment: Lump sum £100,000 for direct investment through Vanguard or set by adviser platforms

Investment split: 60% global equities, 40% fixed income

Charges: Annual 0.31%

Commission: None

Tel: 0800 917 5508


OPM moving back into Far East/emerging sector

OPM Fund Management has started to increase Far East/emerging market exposure after reducing it earlier this year when developing regions were expected to underperform. The firm has increased emerging markets exposure in its worldwide opportunities fund by 2.5 per cent through the Allianz RCM Bric stars fund, managed by Michael Konstantinov. OPM says the Bric […]

Newton plans up to 25% dividend cut on higher income fund

BNY Mellon Asset Management is cutting up to 25 per cent of the dividend yield on its flagship £2.6bn higher income fund in a bid to boost performance on the product. The move is designed to allow fund manager Tineke Frikkee a wider remit to invest across the market rather than focussing on the higher […]

MM Profile: Lou Macari

From running his own restaurant to leading a financial services consultancy team may seem a big leap but Axa Wealth head of business believes the bottom line remains the same – productivity, streamlining and providing a good value product and service to customers Interview by Rachael Adams

When is £1m not £1m?

Neil Jones is technical support manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. The residential nil-rate band (RNRB) was first announced in […]


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