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Buckles Investment Services – Snowdonia Balanced Fund

Type:
Oeic fund of funds

Aim:
Growth by investing in UK and overseas equities, fixed interest and cash

Minimum investment:
Lump sum £3,000,
monthly £50

Investment split:
46% UK equities, 25% overseas equities, 25% fixed interest,
4% cash

Isa link:
Yes

Pep transfers:
Yes

Charges:
Initial 5.27%,
annual 1.5%

Commission:
Initial 3%,
renewal 0.5%

Tel: 01745 345 131

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