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M&G Investments – Cautious Managed Portfolio

Friday, 7 March 2003

Type: Oeic

Aim: Income and growth by investing in equities and fixed interest securities

Minimum investment: Lump sum £1,000, monthly £100

Investment split: Equities 50%, fixed interest 50%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.5%

Special offer: Initial charge discounted by 1%

Offer period: Until April 5, 2003

Commission: Initial 3%, renewal 0.5%

Tel: 0800 3283191

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