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Clerical Medical – Ethical Fund

Tuesday, 28th November 2000.

Aim: Growth by investing in UK and European companies satisfying a range of ethical criteria.

Minimum investment: Lump sum £1,000, monthly £50.

Investment split: Basic industries 2.1 per cent, general industrials 2 per cent, utilities 7.9 per cent, information technology 7.7 per cent, resources 4.6 per cent, cyclical services 19.9 per cent, non-cyclical consumer goods 7.6 per cent, non-cyclical services 17.2 per cent, financials 31 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Oeic – initial 5.25 per cent annual 1.5 per cent, Isa – initial 3.25 per cent annual 1.5 per cent, Pep transfer – initial 3.25 per cent annual 1.5 per cent.

Commission: Oeic – initial 3 per cent renewal 0.5 per cent, Isa lump sum –

initial 3 per cent renewal 0.5 per cent or initial 5 per cent, Isa monthly –

initial 3 per cent renewal 0.5 per cent.

Tel: 0845 7772233.


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