The fund aims to provide a combination of income and long term capital growth by investing conservat...
The fund aims to provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. At all times, the fund's equity exposure will be limited to a maximum of 60% of the portfolio value. Open-ended investment company? This is an authorised sub fund of Investec Series 1 Oeic. Isa status of fund The fund is available for inclusion in a company Isa. Pep transfer The fund is available for inclusion in a company Pep transfer. Mini Isa The fund is availa...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
