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Edinburgh goes global with Fof

Edinburgh Fund Managers is offering an open-ended globally themed fund of funds investing mainly in the US.

The Edinburgh global growth portfolio, available from November 13, will use a mix of global themed and geographic funds. It will invest in tech nology, corporate consolidation and demographic change.

Fifty per cent of assets will initially be invested in the US, 20 per cent in Europe, 12 per cent in the UK, 9 per cent in Japan and the remainder in the Pac ific and emerging markets.

The biggest holding in terms of sector will be consumer industries at 21 per cent. IT will have 20 per cent, financial 14 per cent and 10 per cent will be invested in health.

The fund will be managed by EFM&#39s private-client team managing director Harry Morgan and senior portfolio manager Ken Wilson.

The fund is eligible for Isa investment. Minimum investment is £2,000. The initial charge is 3.25 per cent and the annual management charge is 1.5 per cent.


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