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M & G – Global Financials Fund

Monday, 29th January 2001.

Aim: Growth and income by investing in companies related to the creation and delivery of financial products and services.

Minimum investment: Lump sum £500, savings plan lump sum £500 monthly £10, Isa lump sum £100 monthly £10.

Investment split: 100 per cent in companies related to the creation and delivery of financial products and services.

Isa link: Yes.

Pep transfers: Yes.

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

Commission: Unit trust – initial 3 per cent renewal 0.5 per cent, Isa – either initial 3 per cent renewal 0.5 per cent or initial 4.25 per cent.

Tel: 0800 3283191.


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