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Fidelity Investments – Financial Services Fund

Friday, 13th October 2000.

Type: Sicav.

Aim: Growth by investing in global financial services.

Minimum investment: £1,000 lump sum, £50 a month.

Investment split: Banks 53 per cent, insurance 19 per cent, life assurance 6 per cent, real estate 3 per cent, brokerage, investment management & other finance 19 per cent.

Place of registration: Luxemburg.

Yield: Nil.

Charges: Initial 5.25 per cent, 1.25 per cent for online investments, annual 1.5 per cent.

Special offer: Initial charge discounted by 2.25 per cent.

Offer period: Until October 31, 2000.

Commission: Initial 3 per cent, renewal 0.5 per cent on Isas.

Tel: 0800 414181.


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