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Friends Provident – Investment Portfolio Bond

Monday, 17 September 2001.



Type: Unit linked bond.

Aim: Growth or income by investing in a choice of four portfolio&#39s,

cautious, balanced, managed, ethical or a choice of 10 out of 16 unit

linked funds.

Minimum investment: £5,000.

Fund links: Managed, property, investment trust portfolio, UK index

tracking, Index linked, Pacific basin, stewardship managed, fund of

funds, overseas equity, UK equity, fixed interest, North American,

stewardship, cash, European, with-profits fund (series 14).

Allocation rates: £5,000-£9,999 – 100 per cent, £10,000-£19,999 –

101 per cent, £20,000-£99,999 – 101.75 per cent, £100,000 plus –

102.25 per cent.

Charges: Annual up to 1.25 per cent.

Switches: 12 free switches a year, £15 thereafter.

Commission: Initial 5 per cent.

Tel: 0845 7573036.

 

 

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