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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


Man magnet

Is your client interested in a pension that can invest in residential property, does not require him to buy an annuity at age 75, offers more than 25 per cent tax-free cash and attracts death duties that are less than a tenth of those on UK schemes? This is what providers based in the Isle of Man will be offering from this month, when the crown dependency passes its new Income Tax Pension Bill.

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