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Norwich Union – Balanced Fund of Funds

Norwich Union

Balanced Fund of Funds

Type: Oeic

Aim: Growth by investing in a portfolio of investment funds selected by IMS

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 50.1% UK, 13.3% Europe, 10.3% cash, 7.3% Japan, 6.4% UK fixed income, 6% US, 4.9% Asia, 1.7% other

Isa link: Yes

Pep transfer: Yes

Charges: Initial 5% for lump sum investments, 20% for regular savings, annual 1.5%

Special offer: Initial commission on lump sums increased to 4%

Offer period: Until July 31, 2007

Commission: Initial 3%, renewal 0.5%

Tel: 0845 6072438


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