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Rothschild Asset Management – Five Arrows Monthly Income Fund

Thursday, 13 September 2001.

Type: Oeic.

Aim: Income by investing in corporate bonds and emerging markets.

Minimum investment: Lump sum £1,000, monthly £50 class A shares.

Investment split: Corporate bonds 85 per cent, emerging markets sovereign debt 15 per cent.

Yield: 8.8 per cent.

Isa link: Yes.

Pep transfers: Yes.

Charges: Initial none, annual 1.5 per cent class N shares, initial 3 per cent, annual 1 per cent class A shares.

Commission: Initial 3 per cent, renewal 0.3 per cent.

Tel: 0800 833617.


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