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Product XXX
Offer Size
Minimum Investment£25,000
Maximum Investment None, but the maximum amount for which an investor can claim tax relief is £1 million per tax year
Initial Charge1%
Performance Fee 20% on distributions over £1
Custodian fee0.25% p.a.
Offer Close DateThree closes per year: 31 December, 27 March, 31 June
Minimum Investment Period3 years to qualify for tax relief
LiquidityTarget: 5-7 years
Exit ChargeMax. 0.35%
Target Return2.5 x
Loss ReliefYes
IHT ReliefYes
Investment ObjectiveCapital Growth
Tax-free GrowthYes
Tax-free DividendsNo
Income Tax ReliefYes. Subject to minimum holding period.


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