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Schroders – Schroder S&P Cautious Managed Distribution Portfolio

Schroders

Schroder S&P Cautious Managed Distribution Portfolio

Type: Unit trust fund of funds

Aim: Income and growth by investing mainly in a portfolio of collective investment schemes

Minimum investment: Lump sum 1,000

Investment split:38% UK equities, 35% fixed interest, 5% private equity, 5% property, 4% Europe, 4% Japan, 4% Asia Pacific, 5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 718777

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