| Min/Max Investment |
£10k/no maximum. |
| BAM Initial Charge |
£100. |
| BAM Annual Management Charge |
0.75% + VAT, (exc dealing costs). |
| Commission terms |
As agreed with your client. |
| What is it? |
A diversified portfolio of collective funds, actively-managed on a discretionary basis. |
| Why is it different? |
Not a 'fund' (eg of funds/multi-manager) but a portfolio of collective investments, achieving diversification and/or specialist coverage with cost-effective active management. |
| What's better about it? |
3 available strategies/risk levels, buy/sell notification with decision rationale, daily price monitoring, half yearly and ad hoc reporting, copies to adviser. |
| Why would my clients want it? |
Low minimum investment, diversification and/or specialist coverage, cost-efficient, active management, growth or income, buy/sell explanations. |
| What other benefits are there? |
Takes care of the need to keep funds under review. Fund portfolios reviewed monthly, changes made according to strategy and performance. |
|
Can complement MSS & ISA portfolios. |
|
Access to Balkerne Asset Management investment team. |
| Terms & Conditions |
|
| Key Features Document |
|
| DPM Application |
|
| MFS Application Form |
|
| Transfer Form |
Contact us for In Specie Transfer
|
| ID Verification Form |
|
| Factsheets: Lower Than Medium Risk |
|
| Factsheets: Medium Risk |
|
| Factsheets: Higher Than Medium Risk |
|
