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Skandia Investment Management – Cautious Fund

Monday, 28 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 38.7%, UK gilts 15.3%, UK bonds 14.7%, international bonds 12.5%, US equities 6.3%, European equities 4.7%, Japanese equities 3.7%, Far East equities 2.1%, cash 2%

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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