Thursday, 9th November 2000.
Type: Split capital investment trust.
Aim: Growth and income by investing in UK growth companies, securities of split capital and high yielding investment trusts.
Investment split: UK growth companies 60 per cent, securities of split capital and high yielding investment trusts 40 per cent.
Yield: Ordinary income shares 8.6 per cent or 9.5 per cent if in an Isa, zero dividend preference shares 9 per cent.
Minimum investment: Isa lump sum £3,000, monthly £100. Savings scheme lump sum £1,000, monthly £50.
Types of share: Ordinary income shares and zero dividend preference shares.
Isa link: Yes.
Pep transfers: Yes.
Charges: Isa – initial 3 per cent, annual 0.5 per cent. Savings scheme - initial 1 per cent.
Special offer: Initial charge for lump sum Isa investment reduced from 3 per cent to 1.5 per cent. Initial charge for savings scheme investments waived.
Offer period: Until December 22, 2000.
Commission: Initial 3 per cent, renewal 0.5 per cent.
Tel: 0800 212433.