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Scottish Widows Investment Partnership – UK Balanced Property Trust

Wednesday, January 16, 2002.

Type: Investment trust maxi Isa.

Aim: Income or growth by investing in a Guernsey based closed ended investment company.

Minimum investment: Lump sum £7,000.

Maximum investment: Lump sum £7,000.

Catmarked: No.

Investment split: 100 per cent in a Guernsey based closed ended investment company.

Type of shares: Ordinary.

Yield: 6.5 per cent gross a year.

Charges: Initial 3 per cent, annual 0.3 per cent.

Commission: Initial 3 per cent.

Tel: 0800 132413.


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