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Royal & SunAlliance – Lifestyle Investment Bond

Thursday, 18th January 2001.



Type: Unit-linked bond.

Aim: Growth and income by investing in Royal & SunAlliance funds.

Minimum investment: £10,000.

Fund links: With-profits, deposit, European, FTSE all share, Japan growth, Pacific growth, income distribution I, income distribution II, equity, EuroTech, fixed interest, managed, property, UK smaller companies, cautious managed, equity income, Far East, international, North America, UK leader.

Allocation rates: £10,000-£29,999 – 100.5 per cent, £30,000-£49,999 – 101 per cent, £50,000 and above – 101.5 per cent.

Charges: With-profits fund – annual nil, all other funds – annual 1.25 per cent.

Switches: 12 free switches a year, subject to negotiation thereafter.

Commission: Either initial 6 per cent, or initial 3.75 per cent renewal 0.5 per cent.

Tel: 08457 660966.

 

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