BFS's Isa product cannot be Cat marked because it invests in split capital investment trusts. The gr...
BFS's Isa product cannot be Cat marked because it invests in split capital investment trusts. The group offers three different strategies on its Packaged Option. Each of these is made up of a portfolio of split capital shares. The High Yield strategy aims to provide a yield twice that of the UK market. The Dual Return strategy looks to provide an income in line with the UK market while allowing room for future growth, and the Defensive Growth strategy aims for growth through investment in zeros. All three of these strategies will invest in BFS managed split capital investment trusts. In...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes