UK Equity Funds Funds which invest at least 80% of their assets in UK equities.
Europe Equity Funds Funds which invest at least 80% of their assets in European
equities.
North America Funds which invest at least 80% of investments in United
States or Canadian equities.
Japan Funds which invest at least 80% of investments in Japanese
equities.
Asia Pacific excluding Japan Funds which invest at least 80% of investments in Asia
Pacific / Far East equities and normally hold no Japanese equities.
GEM (Global Emerging Markets) Companies which have at least 80% of their assets in global
emerging market securities.
Property Funds that invest at least 80% of their assets in direct
property or in authorised property unit trusts.
UK Gilts Funds which invest at least 80% in UK Gilts.
UK Corporation Bonds Funds which invest at least 80% of investments in UK Corporation
Bonds.
International Bond Funds which invest at least 80% of investments in international
bonds.
Cash At least 80% of investment in ISA's or PEP's.
Chartered Financial Planners - Principle First Financial
Services are one of the few Independent Financial Advisers to achieve
Chartered Status in the UK - a reflection of our professionalism and
dedication to providing the highest level of customer service and
financial planning, including wealth management and inheritance tax
planning.
Principle First Financial Services is a trading style
of GMF Marketing Services Ltd. which is authorised and regulated by
the Financial Services Authority. Principle First Financial Services
is entered on the Financial Services Authority's register under reference
number 409667.
PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS & INVESTMENT
RETURNS MAY FALL AS WELL AS RISE - Risk Profile must be clarified
before proceeding with any investment advice. We use the phrase best
ISA on the basis that it may be the ISA most suitable to
your needs.