9    Range of unit-linked funds
 
The Equitable Money Fund
  • Invests in short term deposits
  • Preserve capital
  • Annual Management Charge 0.5%
The Equitable Gilt and Fixed Interest Fund
  • Produce an income with the possibility of capital growth
  • Invests mainly in gilt-edged and other fixed-interest investments
  • Annual Management Charge 0.5%
The Equitable UK FTSE All-share Index-Tracking Fund
  • To match as closesly as possible the performance of the FTSE All-Share Index
  • Annual Management Charge 0.5%
The Equitable Managed Fund
  • Maximise the overall return from investments
  • Invests in UK and overseas equities, gilt edged and fixed interest stock and property
  • Annual Management Charge 0.75%
The Equitable Pelican Fund
  • Achieve long term capital growth by investing mainly in UK companies
  • Annual Management Charge 0.75%
The Equitable Fund of Investment Trusts
  • Achieve long term capital growth by investing mainly in Investment Trust companies
  • Annual Management Charge 0.75%
 
 
Key principles of the Equitable Life Back to front page Range of unit-linked funds continued