
| Asset Class | Minimum Investment | Annual Fee | 5 Year | ||||||
| Single | Monthly | Additional | Performance | Quartile Rank | |||||
Capita CF Walker Crips Equity Income Fund | equity | £1,000 | £100 | £1 | 1.5% | 14.02% | 1 | ||
Capita CF Canlife Balanced | mixed | £500 | £35 | £100 | 0.25% | 2.17% | 3 | ||
Capita CF Stewart Ivory Investment Markets Fund | equity | £500 | £50 | £1 | 1% | 6.99% | 1 | ||
Capita CF Lacomp World Fund | mixed | £1,000 | £50 | £1 | 1.63% | -3.78% | 4 | ||
Capita CF Canlife North American | equity | £500 | £35 | £100 | 1.5% | 36.5% | 1 | ||
Capita CF Canlife International Growth | equity | £500 | £35 | £100 | 1.5% | 18.94% | 1 | ||
Capita CF Canlife High Income | equity | £500 | £35 | £100 | 1.5% | -6.5% | 3 | ||
Capita CF Canlife Gilt & Fixed Interest | fixed interest | £500 | £35 | £100 | 1% | 33.25% | 4 | ||
Capita CF Walker Crips UK Growth Fund | equity | £1,000 | £100 | £1 | 1.5% | 15.7% | 1 | ||
Capita CF Canlife Far East | equity | £500 | £35 | £100 | 1.5% | 63.7% | 1 | ||
Capita CF Walker Crips Global Growth Trust | mixed | £2,000 | £50 | £1 | 1.5% | n/a | n/a | ||
Capita CF Canlife Bond | fixed interest | £500 | £35 | £100 | 1% | 31.22% | 1 | ||
Capita CF Walker Crips Corporate Bond Fund | fixed interest | £1,000 | £100 | £1 | 1% | 24.15% | 2 | ||
Capita CF Adam Worldwide Fund | equity | £500 | £50 | £1 | 1.25% | 28.72% | 1 | ||
Capita CF OLIM UK Equity Trust | equity | £1,000 | £50 | £1 | 1.5% | 5.88% | 1 | ||
Capita CF Canlife UK Smaller Companies | equity | £500 | £35 | £100 | 1.5% | -18.34% | 4 | ||
Capita CF Canlife Japanese Growth | equity | £500 | £35 | £100 | 1.5% | 1.32% | 2 | ||
Capita CF Canlife Income | mixed | £500 | £35 | £100 | 1.5% | -0.94% | 3 | ||
Capita CF Canlife Growth | equity | £500 | £35 | £100 | 1.5% | -3.23% | 3 | ||
Capita CF Walker Crips UK High Alpha | mixed | £1,000 | £100 | £1 | 1.5% | 14.17% | 1 | ||
Capita CF Canlife General | equity | £500 | £35 | £100 | 1.5% | -1.23% | 3 | ||
Capita CF Walker Crips Select Income Trust | mixed | £2,000 | £50 | £1 | 1.5% | n/a | n/a | ||
Capita CF Canlife European | equity | £500 | £35 | £100 | 1.5% | -24.41% | 4 | ||
Excellent and easy to understand Pamela |