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The Cautious fund package seeks to offer continued growth in changeable market conditions and capital preservation trough a diversified mix of asset classes.
| Fund | Weighting | Effective initial charge |
Annual management charge |
MorningStar Rating ™ |
|
|---|---|---|---|---|---|
| Invesco Corporate Bond Inc | 50% | 0% | 0% | ![]() |
|
| Artemis Income Inc | 20% | 0.5% | 1.5% | ![]() |
|
| SWIP Diversified Assets Inc | 20% | 0% | 0% | ![]() |
|
| BlackRock UK AbsoluteAlpha P Acc | 10% | 1.0% | 1.50% | ![]() |
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.