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

Morley Fund Management/Barclays

Morley Barclays Global Cautious Income Fund

Type: Oeic

Aim: Income by investing in investment grade bonds and global equities covered by call options

Minimum investment: Lump sum 5,000

Investment split: 60% investment-grade bonds, 40% global equities

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4.5%, annual 1.25%, performance fee 10%

Commission: Initial 3% renewal 0.25% every six months

Tel: 0800 234 6023

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