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Norwich Union – Cautious Fund of Funds

Norwich Union

Cautious 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: 38.6% UK, 28.5% UK fixed income, 10.9% cash, 6.6% global fixed income, 5.4% Japan, 4.8% Europe, 3.5% Asia 1.7% US

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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