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Fund name Sector TER AMC Standard Initial Charge (%) TQ Invest Discount (%) TQ Invest Discount (%) Initial Charge Via TQ Invest (%) Saving (£)1 Buy price (p) Sell price (p) Yield (%) Valuation Date Year to 30/06/2006 (%) Year to 30/06/2007 (%) Year to 30/06/2008 (%) Year to 30/06/2009 (%) Year to 30/06/2010 (%)
Newton Balanced I Fund Acc Balanced Managed 1.05 1.00 4.00 0.00 0.00 4.00 n/a 185.91 3.17 06/09/2010 n/a 14.90 1.68 -2.58 15.32 View factsheet View charts Call us now
Newton Global Balanced ES 1 Balanced Managed 0.55 0.50 7.00 0.00 0.00 7.00 n/a 248.15 2.87 06/09/2010 13.63 15.57 1.81 -2.85 17.51 View factsheet View charts Call us now
Newton Global Balanced ES 2 Balanced Managed 0.65 0.60 n/a 0.00 0.00 n/a n/a 168.41 2.80 06/09/2010 13.53 15.48 1.73 -2.92 17.42 View factsheet View charts Call us now
Newton Global Balanced X Balanced Managed 0.05 n/a n/a 0.00 0.00 n/a n/a 253.35 3.24 06/09/2010 n/a n/a 2.22 -2.46 17.98 View factsheet View charts Call us now
Newton Global Growth & Income for Charities Balanced Managed n/a n/a n/a 0.00 0.00 n/a n/a 120.95 119.26 4.54 06/09/2010 16.59 14.99 -5.39 -17.71 17.72 View factsheet View charts Call us now
Newton Maiden Balanced Managed 0.45 0.40 n/a 0.00 0.00 n/a n/a 131.94 2.81 06/09/2010 12.10 12.91 0.46 -16.88 16.60 View factsheet View charts Call us now
Newton SRI for Charities Balanced Managed n/a n/a n/a 0.00 0.00 n/a n/a 101.65 3.86 06/09/2010 n/a n/a n/a n/a n/a View factsheet View charts Call us now
NFU Mutual Balanced Portfolio B Balanced Managed 1.45 1.25 n/a 0.00 0.00 n/a n/a 120.75 1.50 03/09/2010 n/a n/a n/a n/a 16.79 View factsheet View charts Call us now
Old Mutual Select Managed A Fund Acc Balanced Managed 1.63 0.75 4.00 4.00 4.00 0.00 £408.00 3276.48 3136.31 1.50 06/09/2010 20.80 19.72 -12.68 -16.04 17.98 View factsheet View charts
Old Mutual Select Managed A Fund Inc Balanced Managed 1.63 0.75 4.00 4.00 4.00 0.00 £408.00 2171.77 2078.87 1.50 06/09/2010 20.82 19.53 -12.68 -16.01 17.99 View factsheet View charts
Old Mutual Select Managed C Acc Balanced Managed 0.99 0.25 n/a 0.00 0.00 n/a n/a 3197.05 3182.69 1.90 06/09/2010 n/a n/a n/a -15.71 18.46 View factsheet View charts Call us now
Pennine Pathfinder Inc Balanced Managed 2.28 1.50 5.55 0.00 0.00 5.55 n/a 102.76 0.10 06/09/2010 n/a n/a n/a -11.84 15.41 View factsheet View charts Call us now
PH Dynamic Portfolio Fund Acc Balanced Managed 2.69 1.50 5.50 5.50 5.50 0.00 £561.00 109.40 0.10 06/09/2010 n/a n/a n/a -2.62 16.51 View factsheet View charts
PH Dynamic Portfolio Fund Inc Balanced Managed 2.69 1.50 5.50 5.50 5.50 0.00 £561.00 109.40 0.10 06/09/2010 n/a n/a n/a -2.62 16.76 View factsheet View charts
Premier Managed Assets AM Balanced Managed 1.06 1.00 n/a 0.00 0.00 n/a n/a 218.62 1.50 06/09/2010 13.44 14.12 -7.85 -10.80 11.37 View factsheet View charts Call us now
Premier Managed Assets R Fund Inc Balanced Managed 1.71 1.50 4.25 4.17 4.17 0.08 £425.34 218.59 1.00 06/09/2010 14.90 16.07 -6.92 -11.39 10.80 View factsheet View charts
Premier Multi-Asset Growth Fund Acc Balanced Managed 2.42 1.50 5.25 5.25 5.25 0.00 £535.50 222.31 0.41 06/09/2010 16.16 14.75 -12.48 -15.42 19.70 View factsheet View charts
Premier Multi-Asset Growth Fund Inc Balanced Managed 2.42 1.50 5.25 5.25 5.25 0.00 £535.50 215.38 0.45 06/09/2010 16.60 14.67 -12.51 -15.28 20.34 View factsheet View charts
TB Doherty Balanced Managed Balanced Managed 2.65 1.50 5.00 0.00 0.00 5.00 n/a 116.47 n/a 06/09/2010 n/a n/a n/a n/a 12.50 View factsheet View charts Call us now
TRI Strategic Growth B Fund Acc Balanced Managed 2.55 1.50 5.00 5.00 5.00 0.00 £510.00 109.55 n/a 06/09/2010 n/a n/a -6.16 -10.74 12.84 View factsheet View charts

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