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Threadneedle Investments – Defensive Equity & Bond Fund

Thursday, 19 September, 2002

Type: Unit trust

Aim: Growth and income by investing in Threadneedle funds

Minimum investment: Lump sum £2,000

Investment split: Bonds 75%, equities 25%

Yield: 4.27%

Isa link: Yes

Pep transfers: Yes

Charges: Initial 3.75%, annual 0.25%

Commission: Initial 3%, renewal 0.5%

Tel: 0800 06840005

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