Balanced growth package

The Balanced Growth fund package is designed to achieve diversified growth over the long-term with some income by investing in a selection of funds which focus on UK equities, international equities, bonds and property respectively.


There are four funds in this package:

Fund Weighting Effective
initial
charge
Annual
management
charge
MorningStar
Rating ™
Rensburg UK Select Growth 50% 0.00% 1.50% MorningStar rating stars image
M&G Global Leaders A Acc 30% 0.50% 1.50% MorningStar rating stars image
INV PERP Corporate Bond Inc 10% 0.00% 1.00% MorningStar rating stars image
First State Glb Listd Infrast AD 10% 0.50% 1.75%

Intraday data is delayed by 15 minutes.

Name Latest Var
FTSE 100 5,892.20(c) -0.15%
FTSE 250 11,237.74(c) +0.02%
DOW INDUSTRIALS 12,845.13(c) -0.13%
HONG KONG HANG SENG INDIC 20,709.94 +0.00%
Nikkei 225 8,831.93(c) -1.09%