Our cautious portfolio aims to give a steady total return over time.
This portfolio has a significant proportion of its assets in bonds and fixed interest securities and aims to provide steady capital growth and income.
|Investment charges||Investment guidance charge Nil|
|Our purchase charge per investment £4.95*||Annual fund managers' charge 0.20%|
|Minimum investment £4,000||Our annual custody charge 0.25%**|
* To invest in the cautious portfolio the total dealing charge will be £29.70
** Custody charge capped at £25 per quarter for SIPPs, £7.50 per quarter for ISA and Dealing accounts and £5 per quarter for Junior ISAs.
The annual fund managers' charge is the blended fund managers' charge across the portfolio, using the industry standard Ongoing Charges Figure (OCF).
For full details of all charges see our charges.
Remember that this is only guidance to help you - you should research each investment and consider whether it suits you before investing. Once you have invested you are responsible for managing your investments. Please also note that this portfolio includes a large proportion of fixed interest investments and the prices of these tend to move in the opposite direction to interest rates, which are currently at unusually low levels. Read more.