T Bailey Asset Management

Fortress Foundation Fund
Type: Unit trust fund of funds
Aim: Growth by investing in global equities through a portfolio of onshore and offshore funds Minimum investment: Lump sum £3,000
Investment split: UK 46.8%, US 19.1%, Europe 10.9%, Pacific Basin 5.5%, emerging markets 15.8%, other 1.1%, cash 0.8% Isa link/Pep transfers: Yes
Charges: Initial 5%, annual 1.25%
Commission: Initial 3%, renewal 0.5%
Tel: 0115 988 8200