JPM Cautious Total Return Fund
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,200 INVESTMENT IS £433.50 |
|---|
| Your Standard Initial Charge after Discount | Nil |
| Normal Standard Initial Charge | 4.25% |
| Annual Management Charge | 1.25% |
| Additional Charges & Expenses | 0.18% |
As the name suggests, this fund is aimed at the more cautious investor and aims to outperform cash over the medium to long-term. It invests in a combination of equities, fixed interest and cash but has a lot of flexibility with the allocation to each asset class in order to meet its objectives.
IMA Sector: Cautious Managed.
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Neill Nuttall & Talib Sheikh
