Monday, February 4, 2002.
Type: Unit trust.
Aim: Income and growth by investing in corporate bonds,
fixed-interest securities and UK stocks and shares.
Minimum investment: Lump sum £500, monthly £100. Isa lump sum
£1,000, monthly £50.
Investment split: Corporate bonds and fixed-interest securities 65 per
cent, UK stocks and shares 35 per cent.
Yield: 5 per cent.
Isa link: Yes.
Pep transfers: Yes.
Charges: Initial 4.5 per cent, annual 1.25 per cent.
Special offer: Initial charge reduced to 3.5 per cent for direct lump
sum investments and Isa investments and Pep transfers.
Offer period: Until April 30, 2002 for direct investments, and June 1,
2002 for Isa investments and Pep transfers.
Commission: Initial 3 per cent, renewal Pep transfers and Isa
Tel: 0500 050098.