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King & Shaxson Asset Management -Ethical Balanced Income Fund

King & Shaxson Asset Management

Ethical Balanced Income Fund

Type: Oeic

Aim: Growth and income by investing globally in an ethically screened portfolio of companies

Minimum investment: Lump sum £7,000

Investment split: 46% equities, 15.79% property, 26.81% fixed interest, 11.39% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7426 5984


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Finding security in bond markets

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