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Buckles Investment Services – Snowdonia Income Fund

Type:
Oeic fund of funds

Aim:
Income and growth by investing in UK bond funds, UK equity funds, property and cash

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

Investment split:
52% UK equities, 40% UK fixed interest, 5% property, 3% 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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