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The Way Group – Way MA Growth Portfolio

The Way Group

Way MA Growth Portfolio

Type: Oeic fund of funds

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

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

Investment split: 27.58% US equity, 15.35% UK equity, 14.74% emerging markets equity, 11.75% Europe ex UK equity, 5.73% Japan equity, 10.31% Asia ex Japan equity, 2.78% cash, 11.76% other assets

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.45%

Commission: Initial 3%, renewal 0.5%

Tel: 01202 890895

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