View more on these topics

Way Fund Managers – Way Green Portfolio Fund

Way Fund Managers – Way Green Portfolio Fund

Type: Oeic

Aim: Growth by investing in a portfolio of environmental funds that invest in companies that benefit from climate change and population growth

Minimum investment: Lump sum £5,000, monthly £100

Investment split: 15% each in Impax environmental markets and SAM sustainable water, 10% each in SAM smart energy, Guinness alternative energy, Pictet (Lux) clean energy, Quadris environmental fund, Pictet (Lux) water and IFDS IM Wheb sustainability, 5% each in Jupiter ecology and SAM smart materials

Isa link: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 01202 890 895

Recommended

BoE: Easing on hold

Industry backs calling a halt to QE programme

Financial services commentators have welcomed the Bank of England monetary policy committee’s decision last week to suspend the quantitative easing policy. The MPC voted to halt the £200bn QE programme and hold bank rate at 0.5 per cent for the 11th consecutive month. Bestinvest senior investment adviser Adrian Lowcock says: “This is a sensible approach […]

Tenet profits down by 64%

Tenet Group saw its profits fall by 64 per cent to £1m in the 12 months to September 2009 from £2.8m in 2008.

2

Sterling exchange

I should start by offering an apology to readers and praise to Money Marketing and one of its reporters. My apology is for not writing about Standard Life last month, after it was announced the company had been fined £2.45m for failings in the marketing of its pension sterling fund. I had meant to do […]

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment