Tactical Portfolio

 
Fund Manager Photo - Mark Harris
Fund managerMark Harris
Fund typeFunds of funds
Fund objective
To achieve capital growth by investing globally, with no restrictions on geography.

Fund facts (at 28 November 2008)
OBSR rating:
(updated quarterly)
OBSR 'AA' fund rating
Fund size: £75.28m
Launch date: 04.12.2000
IMA sector: Global Growth
XD date: 1 February,
1 August
Distribution date/income allocation date: 31 May,
30 November
SEDOL number(s): 3141263
Bloomberg code: EDGBGRA LN
Minimum lump sum: £1,000
Minimum subsequent monthly payments: £100
Regular payments (per month): £100 (£50 per fund)
Initial charge: 5.00%
Annual charge: 1.50%



Past performance is not necessarily a guide to future performance.


Related Documents

Fund factsheet Tactical Portfolio
Annual report Portfolio Investment OEIC Annual Report
Interim report Portfolio Investment OEIC Interim Report.
Funds of funds range brochure
Fund of funds reasons why Fund of funds reasons why

Application forms

For application forms and the simplified prospectus, please visit our literature library.

Contact Us

Investment services
Phone: 0845 608 8702
webifacontact@newstaram.com
Dealing
Phone: 0845 608 8703
Administration
Phone: 0845 608 8704