Global growth package
The Global Growth fund package is designed to achieve growth over the long-term by investing in a selection of funds diversified across the globe.
There are five funds in this package:
| Fund | Weighting | Effective initial charge |
Annual management charge |
MorningStar Rating ™ |
|
|---|---|---|---|---|---|
| Old Mutual Nth Amer Eq Acc | 35% | 1.00% | 1.50% |  |
|
| New Star European Growth Rtl | 30% | 0.50% | 1.50% | |
|
| INV PERP Pacific Acc | 15% | 0.00% | 1.50% | |
|
| Rensburg UK Select Growth | 10% | 0.00% | 1.50% | |
|
| Allianz RCM BRIC Stars A | 10% | 0.00% | 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.
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Data Sources: include Bondscape, Dow Jones, Factset, FTSE, Morningstar. Conditions may apply.
