View more on these topics

Yorkshire Building Society – Fixed Rate Savings Bond

Monday, 16th October 2000.



Type: Maxi or mini stocks and shares Isa linked to the FTSE 100 Index.



Aim: Growth by investing in corporate bonds.



Minimum-maximum investment: Maxi Isa – £500-£7,000 lump sum, mini Isa – £500-£3,000 lump sum.



Investment choice: 100 per cent corporate bonds.



Term: Five years.



Guarantee: 100 per cent of original investment returned after five years and growth in the FTSE 100 Index up to a maximum of 61 per cent of the original investment.



Return: 100 per cent of original capital and growth in the FTSE 100 Index up to a maximum of 61 per cent. The five-year FTSE 100 Index level is calculated as the average over the last six months of the term.



Catmarked: No.



Closing date: November 1, 2000.



Charges: Initial 5.9 per cent.



Commission: Initial 3 per cent.



Tel: 0800 328 3191.


Recommended

Wise men may follow the star

At times, it seems as if Best Investment is one of the few advisers prepared to recommend a switch out of an investment we previously rec-ommended. However, we do not do so frivolously.When we recommend an equity fund to a client, it is our intention that they should hold it for the long term, typically, […]

Newcastle Building Society – Two-Year Discount Without Completion Fee

Monday, 16th October 2000.Discounted term: Until November 30, 2002.Discount: 2 per cent.Payable rate: 5.6 per cent.Minimum loan: £15,000.Maximum loan: Up to 90 per cent of valuation subject to a maximum of £250,000.Income multiples: 3.25 times principal income plus second or 2.5 times joint.Redemption fee: Year one &#45 6 per cent of advance, year two &#45 […]

Rowan & Co – Unit Trust

Tuesday, 17th October 2000.Type: Unit trust fund of funds.Aim: Growth by investing in technology funds.Minimum investment: £1,000.Investment split: 15 per cent Aberdeen technology, 15 per cent Henderson technology, 10 per cent Scottish Equitable technology, 10 per cent Mercury global titans, 10 per cent GT dynamic theme, 10 per cent Sarasin websar, 5 per cent Framlington […]

Premier Portfolio Managers – c-lect Portfolio

Tuesday, 17th October 2000.Aim: Growth and/or income by investing in actively managed unit trusts and Oeics.Minimum investment: £20,000.Investment split: Three fund of funds – balanced portfolio, growth portfolio, enterprise portfolio.Income facility: Balaced portfolio &#45 monthly, quarterly, half-yearly, yearly.Charges: Initial 5 per cent, annual 1.5 per cent.Commission: Initial 4 per cent, renewal 0.75 per cent.Tel: 01483 […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment