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Fundamental Asset Management – SF Fundamental Energy Fund

Fundamental Asset Management – SF Fundamental Energy Fund

Type: Oeic

Aim: Growth by investing in a global portfolio of equities and bonds issued mainly by blue chip companies that provide equipment and services to the energy sector

Minimum investment: Lump sum £1,000, monthly £100

Investment split: 36.7% US, 17.61% UK, 10.67% France, 8.31% Norway, 6.91% Spain,  5.41% Switzerland, 3.17% Italy, 11.22% other

Isa link: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial up to 5%, renewal 0.5%

Tel: 0845 075 0130


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