Financial Advice
Effective financial planning means engaging on a one-to-one basis, eye-to-eye with an advisor.
financial adviceEffective financial planning means engaging on a one-to-one basis, eye-to-eye with an advisor.
financial adviceIn response to growing requests from readers Eddie points the way to common sense investments,
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at your eventThe Innovator Fund from Bank of Ireland's subsidiary, New Ireland,
is a fund that invests in sub-funds that spread your
money across a
number of different sectors managed by KBC in Ireland, part of the
Dutch group KBCAM NV. At its launch in 2007 the Innovator Fund invests
24% in the KBC Water Fund, 20% in the KBC Alternative Energy Fund, 18%
in Commodity ETF's with the remainder split between emerging markets
from Eastern Europe to China and other sectors like global healthcare.
This is a mixed bag, but with a strong emphasis across water, renewable
energies and commodities. This is a unit-linked fund that is part of a
wider range allowing switches to alternative sectors without triggering
CGT. Exit tax is 23% on profits.
Download Innovator Fund Newsletter: Quarter 1, 2007 (169 KB)
In compliance with regulatory rules, once we receive the information below, we will ring you to say hello and to explain how the process works. Thereafter Eddie (FDM Ltd) will email you a Balance Sheet together with the firm's terms of business. When you return these, the firm will then send you a report commenting on your financial position and suitability for these products. This will include the necessary application forms and bank transfer instructions to allow you to invest.
© Eddie Hobbs.com
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