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Skandia Investment Management – Balanced Fund

Tuesday, 29 April 2003

Type: Oeic

Aim: Growth by investing in global equities, bonds and cash
Minimum investment: Lump sum £1,000, monthly £50
Investment split: UK equities 55.5%, European equities 10%, US equities 7%, UK gilts 6.1%, UK bonds 5.9%, cash 5.5%, Japanese equities 5%, Far East equities 3%, international bonds 2.5%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.25%

Commission: Initial 3.5%, renewal 0.5%

Tel: 020 7220 0727

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