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Matrix Money Management – Matrix Ascension Plan

Type:
Capital-protected hedge fund

Aim:
Growth linked to the performance of the Winton Futures Fund

Minimum investment:
Lump sum £5,000

Investment split:
40% equities, 40% bonds, 20% futures

Place of registration:
Bermuda

Term:
Seven years

Return:
100% growth in the performance of the Winton Futures Fund

Guarantee:
96% of original capital returned at end of term regardless of performance of underlying fund

Closing date:
June 30, 2004

Charges:
Initial 4%

Commission:
Initial 3%

Tel: 020 7292 0825

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