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The Way Group – Way MA Cautious Portfolio Fund

The Way Group

Way MA Cautious Portfolio Fund

Type: Oeic fund of funds

Aim: Growth by investing in a portfolio of investment funds, investment trusts, exchange traded funds, structured products, cash and other assets

Minimum investment: Lump sum £5,000, monthly £100

Investment split: 24% global equity, 24% absolute return, 15% UK equity, 15% commodities, 10% UK fixed interest, 10% property, 2% cash

Charges: Initial 5.25%, annual 1.45%

Commission: Initial 3%, renewal 0.5%

Tel: 01202 890895


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