The funds.
We offer three funds so you can tailor your recommendation to an individual client's investment objective and attitude to risk:
Multi Manager Growth Fund
- For investors looking for the potential to achieve long-term capital growth.
- Benchmarked against the IMA Active Managed Sector currently containing 137* similar funds.
Multi Manager Balanced Fund
- For investors looking for the potential to achieve steady long-term capital growth, but with some safeguards against excessive risks.
- Benchmarked against the IMA Balanced Managed Sector currently containing 150* similar funds.
Multi Manager Income Fund
- For investors who wish to receive an income.
- Benchmarked against the IMA Cautious Managed Sector, currently containing 162* similar funds.
- Dividends can be paid four times a year.
- Capital remains invested for the long-term.
* as at 30 April 2010
PLATFORMS:
All three of the Multi Manager funds are available on the following platforms:
Cofunds
Transact
Funds Network
THE WRAPPERS:
To give you plenty of flexibility when recommending our Multi Manager range, all of the funds are available through the wrappers listed below. Click on a wrapper to view more information in a new window.
The fund management charges will differ depending on the product wrapper you select. Details of the fund management charges for each product wrapper can be found in the relevant Key Information or Key Features. The fund manager's performance fee is in addition to these charges. The method of calculating is the same for all product wrappers.
