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Tactica Fund Management UK – S&W Tactica Balanced Portfolio

Tactica Fund Management UK

S&W Tactica Balanced Portfolio

Type: Oeic

Aim: Growth by investing in a multi-asset portfolio of global equities, bonds, alternatives, commodities, hedge funds and cash directly and through investment funds

Minimum investment: Lump sum £25,000

Investment split: 57% global equity, 14.5% investment grade fixed income, 15% hedge funds, 5.5% emerging market equity, 4.5% currency, 3% high yield fixed income. 0.5% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.75%

Commission: Initial 3%, renewal 5%

Tel: 020 7598 5399

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