The Hot Spots Selection
Overall Initial Charge only: 1.00% (based on equal investments in each of the 4 funds)
Average Annual Management Charge: 1.56% (the average AMC payable across the 4 funds)
In a nutshell
High risk investing in Specialist funds for capital growth
How the funds are picked:
These are the funds which over the last three and five years have beaten their benchmark within the Specialist sector, concentrating on regions and single sector themes.
Investment focus:
- Four funds: Property, Commodities, Latin America and Global Financials
- Focus on companies aiming for long-term growth
- These funds are fully exposed to higher risk equities.
For more details on the individual funds, read the fact sheets below.
Risk category:
Very High Risk
The funds in the The Hot Spots ready-made selection:
Fact SheetThreadneedle Latin American R GBP
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve capital growth through investing mainly in equities of companies domiciled in Latin America or which have significant Latin American operations and it may further invest in fixed income securities such as Sovereign and corporate Latin American Debt, other equities and money market securities. |
Initial Charge: 1.00%
Fact SheetFirst State Global Resources A GBP
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To provide long term capital growth through investing in equities in the natural resources and energy sector worldwide. |
Initial Charge: 1.00%
Fact SheetBlackRock Gold & General A Acc
5 year performance versus sector |
Annual Management Charge: 1.75% Objective: To achieve long-term capital growth by investing in gold, mining and precious metal related shares. It tends to be volatile and is particularly suitable for diversification in a larger portfolio. |
Initial Charge: 1.00%
Fact SheetJupiter Financial Opportunities Inc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis. |
Initial Charge: 1.00%
The funds listed and the corresponding pricing and performance information provided above are only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions.
Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above.
Such information shall not constitute any form of advice or recommendation by us.
Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is no guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
