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Gartmore – Gartmore Portfolio: Balanced Strategy

Type:
Oeic fund of funds

Aim:
Growth by investing in a managed portfolio of investment funds

Minimum investment:
Lump sum £1,000,
monthly £50

Investment split:
55.6% UK equities, 12.4% bonds, 8.9% Europe ex UK,
9.3% US equities, 4.5% Japanese equities, 6% Asia ex Japan equities, 1.5% emerging markets, 1.8% cash

Isa link:
Yes

Pap transfers:
Yes

Charges:
Initial 5%,
annual 1.2% plus underlying fund charges
of between 0.5% and 2% a year

Commission:
Initial 3%,
Isa renewal 0.5%

Tel: 0800 212433

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