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Close Fund Management – Close US Index Growth Fund

Wednesday, March 13, 2002

Type: Investment trust

Aim: Growth linked to the S&P 500 index

Minimum investment: Lump sum £5,000

Maximum investment: None

Investment split: 100% linked to the S&P 500 index

Types of share: Zero-dividend preference

Isa link: Yes

Pep transfers: Yes

Redemption date: March 19, 2007

Charges: Initial 4%, annual 0.4%

Commission: Initial 1%

Tel: 0800 269824


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