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City Asset Management – Elite CAM Balanced Discretionary Portfolio

City Asset Management – Elite CAM Balanced Discretionary Portfolio

Type: Oeic

Aim: Growth and income by investing in a multi-asset portfolio comprising cash, bonds, property, equities, commodities and alternatives managed to a
balanced risk profile

Minimum investment: Lump sum £1,000, monthly £100

Investment split: 100% in a multi-asset portfolio comprising cash, bonds, property, equities, commodities and alternatives

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial up to 5%, renewal 0.5%

Tel: 020 7324 2920

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