View more on these topics

Wise Investment – CF Wise Income

Wise Investment

CF Wise Income

Type: Oeic fund of funds

Aim: Income and growth by investing in open-ended funds, closed-ended funds and cash

Minimum investment: Lump sum £1,000

Investment split: 100% in open-ended funds, closed-ended funds and cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.65%

Commission: Initial 3%, renewal 0.5%

Tel: 01608 642233


RICS says Sipp rush has been exaggerated

Property Sipps are likely to boost regional hotspots but will have little impact on most of the market, claims a report from the Royal Institution of Chartered Surveyors. It forecasts a steady flow rather than a rush of property into Sipps. Up to 160,000 extra residential property purchases may be made over three years after […]

Free switching on Liverpool Vic bond

Liverpool Victoria is launching an investment bond that allows free switches between three new with-profits funds – cautious, balanced and growth. The All-In-1 investment bond is available for sums between 10,000 and 500,000 and carries an option of a five-year capital preservation guarantee.

Scared? You should be

The industry has an ethical duty to make clients aware of their mortality

Europe: Domestic backdrop & China impact

By Rob Burnett, Head of European Equities In recent weeks equities have been buffeted by two shocks occurring at the same time: China’s devaluation of the renminbi and the prospect of the US Federal Reserve (Fed) raising interest rates. The market is not comfortable with the Fed raising rates at the same time that China […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment