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An annual management charge applies to your client's’ investments – it’s taken on a monthly basis as 1/12th of the annual charge by cancelling units.
Your client can access their money if they need to – we don’t charge initial fees or early encashment fees.
|Fund name||Guarantee term (years)||Guarantee charge (% p.a.)|
|Smoothed Managed Cautious Fund||10||1.00%|
|Guarantee Term (Years)/Fund||8||9||10|
|Cautious Series 2 Fund||1.20%||0.90%||0.70%|
|Balanced Series 2 Fund||N/A||N/A||1.00%|
|Managed Growth Fund||N/A||N/A||1.70%|