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M&G Investments – Global Multi-Asset Income Fund

M&G Investments – Global Multi-Asset Income Fund

Type: Oeic

Aim: Income and growth by investing globally in equities, fixed interest and cash directly and through funds or derivatives, commercial property funds and exchange-traded commodities

Minimum investment: Lump sum £500, monthly £10

Investment split: 100% globally in equities, fixed interest, cash, derivatives, property and commodities

Isa link: Yes

Charges: Initial 4%, annual 1.35%

Commission: Initial up to 3%, renewal 0.5%

Tel: 0800 328 3191

Evercore Pan Asset- PanDynamic Cautious Balanced

Type: Oeic

Aim: Growth by investing in a portfolio of ETFs managed to a cautious balanced risk profile

Minimum investment: Lump sum £1,000 for retail share class, £50,000 for institutional share class

Investment split: 70% in defensive fixed income assets and 30% in risk assets including equities and property

Isa link: Yes

Charges: Retail share class – Initial 3%, annual 0.9%, institutional share class – annual 0.4%

Commission: Retail share class – initial 3%, renewal 0.5%

Contact: www.pan-asset.co.uk/

Evercore Pan Asset – PanDynamic Cautious Growth

Type: Oeic

Aim: Growth by investing in a portfolio of ETFs managed to a Cautious Growth risk profile

Minimum investment: Lump sum £1,000 for retail share class, £50,000 for institutional share class

Investment split: 60% in defensive fixed income assets and 40% in risk assets including equities and property

Isa link: Yes

Charges: Retail share class – Initial 3%, annual 0.9%, institutional share class – annual 0.4%

Commission: Retail share class – initial 3%, renewal 0.5%

Contact: www.pan-asset.co.uk

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