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Clerical Medical – Distribution Fund

Type:
Oeic

Aim:
Income and growth by investing in UK equities, fixed interest securities and cash

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

Investment split:
50% UK equities, 25% fixed interest, 15% UK index-linked,
10% cash

Isa link:
Yes

Pep transfers:
Yes

Charges:
Initial 4%,
annual 1%

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

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

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