Provider Gartmore Fund Managers Ltd. Administration International Financial Data Services Ltd...
Gartmore Fund Managers Ltd.
International Financial Data Services Ltd.
Trustee: Royal Bank of Scotland plc.
Name of trust
Gartmore Stable Growth Fund.
The fund is designed to generate stable capital growth over the longer term from investment in lower risk securities.
Open Ended Investment Company
This is an authorised unit trust (offering accumulation units only).
AUTIF general sector
UK Other Bonds
Standard & Poor's fund management rating @ 31/07/2001
Fund is passively managed
The fund is actively managed.
Fund invests in other funds
This is not a fund of funds.
Fund launch date
The fund was launched in July 2001
Initial commission %
Initial commission is 3%.
Renewal commission %
Renewal commission is 0.5% pa
Minimum single lump sum investment
The minimum initial single investment is £1,000 (£3,000 ISA).
Minimum additional investment (£)
The minimum additional investment is £250.00
Minimum monthly premium (£)
Minimum monthly premium £50 (£100 ISA).
Additional lump sum investments of £50 or more to a monthly savings account at any time.
Initial charge (%)
Initial charge 1.5% of the offer price.
Annual management charge (% pa)
Annual management charge is 1.5%.
Annual charge deducted from income or capital
Capital, as no income is generated.
Exit charge for early redemption
Withdrawal fee is 1.5% within the first 5 years, nil thereafter.
Share exchange scheme available
Capital protected fund
This is not a capital protected fund.
Transfer PEP status of fund
The fund is available for inclusion in a PEP Transfer Plan.
ISA status of fund
This fund is available for inclusion in an Individual Savings Account (ISA).
Dealing at previously fixed price No
Dealing at a price yet to be fixed
The fund is valued daily at noon. Deals are placed on a forward pricing basis.
Contract notes issued for registration purposes
A contract note is issued to confirm purchase.
To increase ‘national footprint’
Reacting to higher US rates
‘Charity lump sum death benefit’
Our weekly heads-up for advisers
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.