| Fund Category: |
Natural Resources Specialist |
| Charges: |
“C” shares (£1-50K): 5.25% Initial, 1.75% Annual
|
| |
“I” shares (>£50K): 0.5% Initial, 1.5% Annual |
| Administrator: |
Authorised Corporate Director:
|
| |
Marlborough Fund Managers |
| Fund Adviser: |
Angelos Damaskos |
| Minimum Investment: |
£1,000 or £100 per month |
| Eligible for ISAs and SIPPs |
|
| Benchmark: |
FTSE Mining Index |
How to invest
Call Marlborough Fund Managers:
0808 145 2501, or your Independent Financial Adviser.
Junior Mining is eligible for SIPPs and ISAs.
Risk Warning: This material is directed only at persons in the UK and is not an offer or invitation to buy or sell securities. The value of shares can go down as well as up. Opinion expressed whether in general or both on the performance of individual securities and in a wider economic context represents the views of Sector Investment Managers Ltd at the time of preparation. They are subject to change and should not be interpreted as investment advice. Sector Investment Managers Ltd and Marlborough Fund Managers Ltd are authorised and regulated by the Financial Services Authority.
Fees and Expenses
The fund will have two classes of units:
-
Retail “C” shares will accept investments with amounts of £1,000 or greater. These shares will charge an Annual Management Fee of 1.75%
-
Institutional “I” shares will accept investments with amounts greater than £50,000. These shares will charge an Annual Management Fee of 1.5%
PDF Downloads
For Institutional Investors Only
For Retail Investors Only
Application Form
Application Form with Monthly Saver option