Lazard Asset Management
LAZARD ACTIVE TRANSFER PEP
Aim: To provide capital growth and/or income through investment on a fund of funds basis.
Minimum investment: £10,000.
Investment choice: Lazard income portfolio trust or growth portfolio trust.
Yield: Growth – 0.5 per cent, income – 3.1 per cent also on income portfolio choice of capital withdrawals at 2.5 per cent, 5 per cent or 7.5 per cent.
Charges: Initial – 5.25 per cent, annual – 1.25 per cent.
Special offer: 1 per cent discount on initial charge.
Offer period: Until December 31, 1998.
Commission: Initial – 4 per cent, renewal – 0.5 per cent.
Tel: 0800 374810.