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Morley Fund Management/Barclays – Morley Barclays Global Balanced Income Fund

Morley Fund Management/Barclays

Morley Barclays Global Balanced Income Fund

Morley Fund Management/Barclays

Morley Barclays Global Balanced Income Fund

Type: Oeic

Aim: Income by investing in global equities and bonds covered by call options
Minimum investment: Lump sum £5,000

Investment split: 60% global equities, 40% bonds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4.5%, annual 1.5%, performance fee 10%

Commission: Initial 3%, renewal 0.25% every six months

Tel: 0800 234 6023

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