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Scottish Widows Investment Partnership – Swip Diversified Assets Fund

Scottish Widows Investment Partnership

Swip Diversified Assets Fund

Type: Unit trust

Aim: Growth of 3.25 per cent a year above the Bank of England base rate

Minimum investment: Lump sum £1,000

Investment split: 20% UK bonds, 15% global property, 12.5% UK equities, 12.5% absolute return funds, 7.5% overseas equities, 7.5% private equity, 5% emerging markets equities, 5% overseas bonds, 5% high yield bonds, 5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 4%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7203 3333


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