JP Morgan Fleming

Elect Type: Investment trust Aim: Income, growth and capital preservation by investing in investment trusts, investment funds and liquidity funds Minimum investment: Lump sum £50, monthly £50 Investment split: Managed Growth shares – 65% UK, 35% overseas; Managed Income shares – 85% equities, 15% fixed interest; Managed Cash shares – 100% sterling liquidity funds Isa link/Pep transfers: Yes Charges: Annual 0.3-0.6% Commission: Initial up to 3%, renewal 0.5% Tel: 0800 18 19 25