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Henderson Global Investors – Independent Balanced Portfolio Trust

Wednesday, 21st March 2001.



Type: Unit trust.

Aim: Income and growth by investing in unit trusts, Oeics and fixed interest securities.

Minimum investment: £5,000.

Investment split: UK equity income 57 per cent, UK fixed interest 10 per cent, global fixed interest 5 per cent, European equities 10 per cent, UK equities 7 per cent, Asia Pacific 2.4 per cent, global emerging markets 0.6 per cent, cash 5 per cent, Japanese equities 3 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5.25 per cent, annual 1.25 per cent. Pep transfers and Isas annual 1.5 per cent.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 0800 881144.

 

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