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T Bailey Asset Management – Fortress Foundation Fund

Type: Unit trust fund of funds

Aim: Growth by investing in global equities through a portfolio of onshore and offshore funds

Minimum investment: Lump sum £3,000

Investment split: UK 46.8%, US 19.1%, Europe 10.9%, Pacific Basin 5.5%, Emerging markets 15.8%, other 1.1%, cash 0.8%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.25%

Commission: Initial 3%, renewal 0.5%

Tel: 0115 9888200


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