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Clerical Medical – Balanced Managed Fund

Type:
Oeic

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

Minimum investment:
Lump sum £10,000, monthly £400,
Isa lump sum £3,000, monthly £200

Investment split:
56.6% UK, 13.6% US, 5.7% Europe, 3.2% Japan, 3.2% Pacific,
12.7% fixed interest, 5% cash

Isa link:
Yes

Pep transfers:
Yes

Charges:
Initial 4%,
annual 1%

Commission:
Initial 3%, 0.5% renewal,
Isa/Pep transfers initial 0.5%, renewal 0.5%

Contact:https://ifa.clericalmedicalsecure.co.uk/ads/oeics

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