Multi Manager Balanced Trust.

A fund of funds

The Multi Manager Balanced fund offers you the opportunity to invest in a fund of funds, giving you the potential for steady long-term capital growth and some income or both. 

Why choose Multi Manager Balanced fund?

• Safeguard your money against excessive risks.
• Access funds investing in shares, bonds, specialist and cash investments. 
• Invest up to £11,280 tax-efficiently in an ISA or an unlimited amount in a unit trust.
• Minimum investment: £500 as a lump sum, or £50 a month.
• Initial fee discounted to 0% and no withdrawal fee.
• You can top-up your investment at any time.
• You can choose to take any income generated or reinvest it.
• The potential for long-term growth.

Charges

* as at 31 December 2011

Fund Performance 

Source: Lipper. The graph above shows the annual performance of the fund since launch and takes into account the annual management charge and extra expenses, and assumes net income is reinvested.

 *Source: Lipper. The table above shows the annual performance of the fund over three years as at 31 March 2012. They take into account the annual management charge and extra expenses, and assume net income is reinvested.
**Source: Lipper. Assumes an investment of £10,000 on 31 March 2009. The value shows cumulative growth for each year over a three year period and includes the initial investment. The figures take into account the annual management charge and extra expenses and assume net income is reinvested.

Past performance is not a guide to future performance.

Where the fund invests

Before you Apply

• Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed.
• You may get back less than you invest.
• Although there is no fixed term you should consider ISA and unit trust investments to be medium to long term, ideally five years or more.
• Past performance is not a guide to future performance.
• The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.
• This fund invests overseas. Changes in exchange rates between currencies may cause the value of your investment and level of income to rise and fall.
• Each trust has its own individual risks. More details about the fund specific risks can be found in the 'Key Investor Information' document. More general information can be found in 'Additional Fund Information' and 'A Guide to Investing with Us'. Before you decide to invest you must read these documents.