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Henderson Global Investors – Independent International Portfolio Trust

Thursday, 22nd March 2001.



Type: Unit trust.

Aim: Growth by investing in unit trusts, Oeics and fixed-interest securities.

Minimum investment: Lump sum £5,000.

Investment split: US equities 41 per cent, European equities 18 per cent, UK growth 22 per cent, Japanese equities 9 per cent, Asia Pacific equities 3 per cent, global emerging markets 2 per cent, cash 5 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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