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Fidelity FundsNetwork – Investment Bond

Fidelity FundsNetwork

Investment Bond

Type: Unit-linked bond

Aim: Income and growth by investing in a choice of over 100 fund links

Minimum investment: Lump sum 5,000

Fund links: Over 100 funds from 34 fund management groups

Allocation rates: 97-102.5% with full commission, 104.3-110.22% with no commission

Charges: Initial up to 3% for investors age 70-85 with full commission, annual 1.55-2.48% depending on fund chosen

Special offer: Extra 2% allocation

Offer period: Until further notice

Commission: Menu-based – initial up to 7% or initial up to 4.25% plus
renewal up to 0.5%

Tel: 0800 023 4141


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