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Minerva Green Portfolio |
Portfolio Objectives
This portfolio seeks long term capital growth from a choice of Green and
Ethical funds. Of the recognised list of Ethical unit trusts in the UK, the
following funds are excluded from this portfolio: Framlington Health Fund. The
list of funds available, and their appropriateness for inclusion in this
portfolio, will be reviewed by Minerva in conjunction with the introducing
Independent Financial Advisers. The Green Switch portfolio is 50% invested in
the Protector Portfolio.
About the Managers
Minerva Fund Managers have specialised in collective investments for the
past nine years. Many investors in the UK, both private and institutional
investors, buy the New Minerva Report, published by Minerva, to
read Minerva's views, and to access the Minerva Ratings of the top
funds. Minerva offer their services through professional Independent Financial
Advisers.
Typical Client Profile
Someone who wishes to invest between £10,000 and £500,000 into a
spread of collective investments that are invested with green and ethical
criteria in mind.
Reasons for choosing the Minerva Green & Ethical Portfolio
1. This a unique service which utilises the Minerva Rating system.
2. Experienced Fund Managers (over 55 years)
3. Potential for Capital Gains which utilise the annual exemption
4. Proven Track Record
5. 6 monthly Valuations and Report
Caveats:
The portfolio's value will fluctuate with movements of the various stock
markets in which it invests.
Past performance does not guarantee future returns.
Please note that the Green Switch performance up to December 2007 was achieved using a UK Bear fund. This UK Fund is no longer available.
| % Growth | % Growth | % Growth | % Growth | % Growth | |
|---|---|---|---|---|---|
| 1Y 31/03/2009 | 1Y 31/03/2008 | 1Y 30/03/2007 | 1Y 31/03/2006 | 1Y 31/03/2005 | |
| Name | To 31/03/2010 | To 31/03/2009 | To 31/03/2008 | To 30/03/2007 | To 31/03/2006 |
| Minerva Green Switch | 34.76 | -30.90 | -1.13 | 11.27 | 6.84 |
| Minerva Green ISA | 38.17 | -32.48 | -13.54 | 10.10 | 26.15 |
| Minerva Green Ethical | 46.86 | -32.92 | -13.69 | 15.39 | 22.17 |
| IMA UK All Companies | 51.06 | -31.47 | -10.09 | 10.40 | 27.34 |
| IMA Technology & Telecoms | 57.15 | -8.70 | -8.12 | -7.42 | 27.63 |
| IMA Specialist | 47.24 | -22.98 | -4.72 | 6.61 | 42.98 |
| IMA Global Growth | 44.26 | -23.23 | -3.83 | 2.73 | 31.30 |
| Green Protector | 43.54 | -32.07 | -6.96 | 13.01 | 12.33 |
This has been issued by Minerva Fund Managers Limited, Kelston View, Corston, Bath, BA2 9AH. Minerva Fund Managers Limited are regulated by the Financial Services Authority. Unit Trusts are intended as a long-term investment, because these investments can go down in value as well as up, so you may not get back the full amount invested. These investments are not suitable for everyone. If you have any doubt whether they are suitable for you, you should obtain expert advice. The past is not necessarily a guide to future performance. Remember, never invest more than you can afford to spare.