How to invest

Standard terms are as follows:

  • Standard initial charge: 4.0%

  • Annual management charge: 1.5%

  • Initial commission: up to 3.0%

  • Trail commission: 0.5%

Where clients have elected to receive income, quarterly payments will be made in February, May, August and November. The annual management charge will be taken from capital. The minimum initial investment is £1,000 and monthly savings from £50 per month. The Fund is also available within an ISA wrapper.

The UBS UK Equity Income Fund (subject to final agreement) is available through:

Funds Network, CoFunds, Transact, AEGON, Skandia, Selestia, James Hay, Raymond James and Standard Life logos