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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.

| 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% | ![]() |
|
| New Star Intl Property £ Inc | 10% | 0.50% | 1.75% |
Each of the funds within this package is also available for investment on an individual basis within the Regular Investment service. Simply indicate your subscription amount on the Regular Investment application form.
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.