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% |  |
|
| M&G Global Leaders A Acc | 30% | 0.50% | 1.50% | |
|
| INV PERP Corporate Bond Inc | 10% | 0.00% | 1.00% |  |
|
| First State Glb Listd Infrast AD | 10% | 0.50% | 1.75% |
You need to remain actively involved in managing, monitoring and reviewing investments. Selftrade does not manage or advise on investments. While we will inform you if new fund options are made available, you will need to assess as to whether these offer better investment value. Funds and Fund Packages should be considered to be medium to long term investments.
Do remember that the price and value of investments and the income from them fluctuates so you may not get back the amount you originally invested. How an investment has performed in the past is not a guide to how it will perform in the future. So, if you are in doubt about investing in any particular investment we recommend you consult a financial adviser.
Before trading through Selftrade, you should read the Investment Risk Warning and other important information
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Data Sources: include Bondscape, Dow Jones, Factset, FTSE, Morningstar. Conditions may apply.
