The Way Group - Way MA Cautious Portfolio Fund
Amanda Smith
The Way Group
Way MA Cautious Portfolio Fund
Type: Oeic fund of funds
Aim: Growth by investing in a portfolio of investment funds, investment trusts, exchange traded funds, structured products, cash and other assets
Minimum investment: Lump sum £5,000, monthly £100
Investment split: 24% global equity, 24% absolute return, 15% UK equity, 15% commodities, 10% UK fixed interest, 10% property, 2% cash
Charges: Initial 5.25%, annual 1.45%
Commission: Initial 3%, renewal 0.5%
Tel: 01202 890895
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