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Close Fund Management – Close Reserve Equity Fund

Friday 11 January, 2002

Type: Oeic.

Aim: Growth by investing in zero dividend preference shares and capital shares.

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

Investment split: Zero dividend preference shares 75 per cent, capital shares 25 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5 per cent, annual 1.5 per cent.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 0800 269824.

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Investment risks

The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.

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