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UBS Global Asset Management – Multi-Asset Income Fund

UBS Global Asset Management – Multi-Asset Income Fund

Type: Oeic

Aim: Income and growth by investing globally in a portfolio of bonds, equities and real estate investment trusts

Minimum investment: Lump sum £1,000, monthly £50

Investment split: 25% index-linked bonds, 25% US high yield, 10% UK Reits, 9% European equities, 8% US investment grade bonds, 8% US equities, 5% global Reits, 5% EU investment grade bonds, 3% UK equities, 2% UK investment grade bonds

Charges: Initial 4%, annual 1.25%

Commission: Initial up to 3%, renewal 0.5%

Tel: 0800 587 2111

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