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BFS Investments – US Special Opportunities Split Cap Trust

Wednesday, 18 April 2001.



Type: Split capital investment trust.

Aim: Income and growth by investing in equities and convertibles issued by US smaller companies and UK high yield securities.

Minimum investment: Subject to negotiation with stockbroker.

Maximum investment: No maximum.

Investment split: US 60 per cent, UK 40 per cent.

Types of share: Zero-dividend preference shares, income shares, capital shares.

Isa link: Yes.

Pep transfers: Yes.

Redemption date: Zero-dividend preference shares May 31, 2008.

Charges: None.

Commission: None.

Tel: 0800 7319222.

 

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