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ABN Amro uses its discretion

PORTFOLIO MANAGEMENT


ABN Amro Asset Management


MANAGED PORTFOLIO SERVICE


Aim: To provide investors with the choice of growth, balanced or income through a discretionary portfolio management service.


Minimum investment: £25,000.


Investment split: Equities – (UK – growth 55 per cent, balanced 50 per cent, income 46 per cent. North America – growth 6 per cent, balanced 4 per cent, income 2 per cent. Europe – growth 14 per cent, balanced 12 per cent, income 5 per cent. Japan – growth 1 per cent. Pacific (excluding Japan) – growth 1 per cent). UK bonds – balanced 13 per cent, income 26 per cent, Overseas bonds – growth 16 per cent, balanced 13 per cent, income 26 per cent. Cash/other investments – growth 7 per cent, balanced 9 per cent and income 7 per cent.


Yield: Balanced – 3.47 per cent, income – 4.41 per cent.


Charges: Initial – 4 per cent, annual 1.25 per cent plus VAT subject to a minimum of £300 plus VAT.


Income facility: Monthly option available on balanced and income options.


Commission: Initial – 3 per cent, annual – 0.5 per cent.


Tel: 0171 678 4497.

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