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Caerus Portfolio Management – HC Caerus UK and European Equity Fund

Caerus Portfolio Management – HC Caerus UK and European Equity Fund

Type: Oeic

Aim: Growth by investing mainly in UK and European equities

Minimum investment: Lump sum £50,000 for A shares, £4,000 for B shares, monthly £50 for B shares

Investment split: 100% in UK and European equities and other assets

Isa link: Yes

Charges: A shares – initial 2%, annual 0.75%, B shares – initial 5%, annual 1.5%

Commission: A shares – initial up to 2%, B shares – initial up to 5% plus renewal up to 0.75%

Tel: 0845 130 2044



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