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Skandia Investment Management – Ethical Fund

Skandia Investment Management

Ethical Fund

Type: Unit trust fund of funds

Aim: Growth and income by investing in ethical funds and a segregated mandate

Minimum investment: Lump sum 1,000

Investment split: 76% JPMorgan Asset Management ethical mandate, 8% F&C Stewardship growth fund, 8% Aegon ethical fund, 8% Norwich UK Ethical Fund

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5% annual 1.25%

Commission: Initial up to 3.5%, renewal 0.5%

Tel: 023 8033 4411


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