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Invest & Give – Invest & Give Fund

Invest & Give

Invest & Give Fund

Type: Oeic fund of funds

Aim: Growth by investing in a multi-asset portfolio of investment funds

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

Investment split: 32% UK, 15% UK bonds, 10% Asia Pacific ex Japan, 9% Europe, 8% US, 5% emerging markets, 4% Japan, 12% other assets, 5% cash

Charges: Initial 2%, annual 0.95% plus 0.6% donation to The Prince’s Trust youth charity

Special offer: Initial charge reduced to 1%

Offer period: Until August 17, 2009

Commission: Initial 1%, renewal 0.25%

Contact: www.investandgive.co.uk


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