Aitchison & Colegrave
GLOBAL STRATEGY TRUST
Aim: To achieve capital growth and income through a fund of funds investment.
Minimum investment: Single – £500, regular £30 a month.
Investment split: UK fixed interest – 20 per cent including M&G corporate bond 5 per cent, Henderson preference & bond 5 per cent, Aberdeen Prolific fixed interest 10 per cent. UK equity – 56 per cent including Scottish Widows UK All Share 10 per cent, Jupiter Income 3 per cent, Invesco UK Income 5 per cent, Perpetual High Income 3 per cent, Newton Income 5 per cent, Britannia Higher Yield 10 per cent, Newton Higher Income 8 per cent, Exeter High Income 8 per cent, Mercury Income 4 per cent. Europe – 15 per cent including Invesco European Growth 5 per cent, Threadneedle European Select Growth 5 per cent, Newton European 5 per cent. US – 4 per cent including Credit Suisse Transatlantic 2 per cent, Threadneedle American Growth Two 2 per cent. Cash – 5 per cent.
Yield: 3.95 per cent.
Pep link: Available.
Charges: Initial – 5 per cent, annual – 1.5 per cent.
Special offer: 2 per cent discount on initial charge.
Offer period: Until December 31, 1998.
Tel: 0141 332 5961.