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Britannic Asset Management – Cartesian UK Opportunities Fund

Britannic Asset Management

Cartesian UK Opportunities Fund

Type: Unit trust

Aim: Growth by investing in a concentrated portfolio of UK equities

Minimum investment: Lump sum 500, monthly 50

Investment split: 30.3% cyclical services, 24.5% financials, 15.2% basic industries, 9.6% resources, 7.7% general industrials, 5.3% non-cyclical consumer goods, 3.2% non-cyclical services, 2.1% information technology, 2.1% utilities

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.75%

Commission: Initial 3%, renewal 0.5%

Tel: 0845 6050444


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