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Lincoln – Opportunities Trust

Tuesday, 15 January 2002.

Type: Unit trust.

Aim: Growth by investing in small and mid-cap stocks.

Minimum investment: Lump sum £500, monthly £25.

Investment split: 100 per cent small and mid-cap stocks.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial 5 per cent, annual 1.5 per cent.

Special offer: 2 per cent discount on initial charge for lump sum investments.

Offer period: Until April 30, 2002.

Commission: Initial 3 per cent, renewal 0.5 per cent.

Tel: 01452 374102.

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