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Smith & Williamson – Balanced Portfolio Fund

Friday, November 9, 2001.



Type: Oeic.

Aim: Income and growth by investing in bonds, UK and international

equities.

Minimum investment: £5,000.

Place of registration: Dublin.

Investment split: Bonds 20 per cent, UK equities 55 per cent,

international equities 20 per cent, cash 5 per cent.

Yield: 2.5 per cent.

Isa link: Yes.

Charges: Implicit.

Commission: Subject to negotiation.

Tel: 020 7637 5377.

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