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Framlington – Managed Balanced Fund

Framlington

Managed Balanced Fund

Type: Oeic

Aim: Growth by investing globally in equities and bonds

Minimum investment: Lump sum 1,000, monthly 50

Investment split: 58% UK, 13% Europe ex UK, 6%
bonds and gilts, 4.9% emerging markets, 4.4% Japan, 4% US, 9.7% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 0845 766 0184

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