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Newton Investment Management – Phoenix Multi Asset Fund

Newton Investment Management

Phoenix Multi Asset Fund

Type: Oeic

Aim: Growth by investing in a range of asset classes

Minimum investment: Lump sum £1,000

Investment split: 34.5% equities, 18.7% investment grade bonds, 17.1% funds of hedge funds, 14.8% property, 4.2% sub-investment grade bonds, 3% index linked bonds, 1.8% commodities, 0.6% private equity, 0.7% other, 5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 0500 660000

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