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F&C Asset Management – Lifestyle Balanced Fund

F&C Asset Management

Lifestyle Balanced Fund

Type: Oeic fund of funds

Aim: Growth by investing in global equities, UK corporate bonds and property through investment funds

Minimum investment: Lump sum £1,000 each fund/ £5,000 across the fund range, monthly £50 each fund/£100 across the fund range

Investment split: 43% UK equity, 16% UK corporate bonds, 10% US equity, 8% European equity, 8% property, 5% Japanese equity, 5% Pacific ex Japan equity, 5% emerging markets equity

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 0.5%

Special offer: Free investment protection on direct investments

Offer period: Until December 31, 2007

Commission: Initial 3%, renewal 0.5%

Tel: 0845 799 22 99

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