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Way Group – Way Income Plan

Way Group

Way Income Plan

Type: Unit trust income plan

Aim: Income and growth by investing in a cash fund and/or choice of four Way funds of funds

Minimum investment: Lump sum £25,000

Investment split: 25% Elite income cash trust or Way global cautious portfolio, 75% Way global total return portfolio, Way global blue managed portfolio or Way global red active portfolio

Charges: Elite income cash trust 0.5%, a year, Way global cautious portfolio and Way global total return portfolio initial 5%, annual 1.45%, Way global blue managed portfolio and Way global red active portfolio initial 5%, annual 2%

Commission: Way global blue managed portfolio and Way global red active portfolio initial 3%, renewal 1%, Way global total return portfolio and Way global cautious portfolio initial 3%, renewal 0.5%

Tel: 01202 890895


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