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Jupiter Asset Management – Self Invested Personal Pension

Wednesday, 15th November 2000.

Type: Full SIPP.

Minimum investment: Lump sum £5,000, monthly £500. Minimum of £10,000 must be invested in Jupiter funds before investment in external funds can take place.

Investment choice: Twenty one Jupiter funds &#45 income trust, high income, growth and income, monthly income, corporate bond, UK growth, UK special situations, UK smaller companies, environmental opportunities, European, European special situations, fund of investment trusts, undervalued assets, financial opportunities, global opportunities, global technology, North American, ecology, Far Eastern, UK growth exempt, cash. Plus external unit trusts, insurance company funds and commercial property.

Administrator: Beckett Pensioneer Trustees.

Charges: Initial £150, annual £300.

Commission: Jupiter funds – cash &#45 initial nil, annual nil, corporate bond and UK growth exempt &#45 initial 3 per cent, renewal 0.25 per cent. All other Jupiter funds and external funds &#45 initial 3 per cent, annual 0.5 per cent.

Tel: 020 7314 7699.


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