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Schroders – Schroder S&P Strategic Balanced Portfolio

Type:
Unit trust multi-manager fund of funds

Aim:
Growth by investing in a portfolio of 12-15 funds

Minimum investment:
Lump sum £1,000

Investment split:
54.7% Uk equities, 10.5% Europe ex UK, 10% sterling bonds, 6.6% Japan, 5.3% Asia ex Japan, 3.5% US, 3.3% emerging markets,
6.1% cash

Isa link:
Yes

Pep transfers:
Yes

Charges:
Initial 5.25%,
annual 1.5%

Tel: 0800 718777

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