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Evercore Pan Asset- PanDynamic Cautious Balanced

Evercore Pan Asset- PanDynamic Cautious Balanced

Type: Managed portfolio available through the Ascentric platform

Aim: Growth by investing in a portfolio of ETFs managed to a cautious balanced risk profile

Minimum investment: Lump sum £1,000

Investment split: 70% in defensive fixed income assets and 30% in risk assets including equities and property

Charges: Annual 0.25%, plus annual 0.25% platform charge and additional annual charges for product wrappers, dealing charge of £1 for each transaction are available for an annual fee of £60

Commission: Agreed between adviser and client

Contact: www.pan-asset.co.uk

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